Frank X. Aceves

About Frank X. Aceves

First, we listen. The most important thing for us at Oak Wealth Management when considering a new client relationship is to provide added value after understanding your clearly defined goals. Once we understand your objectives and where you are now in relation to them, we can create a true written customized financial plan to help you identify and close any gaps that may exist in your current plan. By incorporating state-of-the-art cash flow analysis software and understanding several different potential obstacles which can have adverse affects on your outcomes, you will see the benefits of our advice and working with us. Oak Wealth Management can provide strategies and a financial path to individuals, families, and business owners who want to grow, preserve, or create cash flow, from their wealth.

Experience

1. Founder, CEO, Certified Financial Plannertm Professional, and Financial Advisor

   Oak Wealth Management, Llc

   Feb 2014 — Present · Walnut Creek, CA, US

   Our mission at Oak Wealth Management is simple: To provide affluent and high net-worth clients with a high level of personalized service in a comfortable and relaxed atmosphere where we present objective advice which can help our clients pursue their goals and dreams. Our first goal is to understand you and your goals and dreams. We want to understand what is important to you, who is important to you, and what would you like to achieve and by when. After gap to goal analysis we develop customized strategies and suitable investment choices with the objective of helping you close the gap to pursue your goals and dreams. For many clients the journey focuses on growing and preserving their wealth. For others, cash flow strategies or passing wealth to heirs may be the objective. The experienced professionals at Oak Wealth Management are passionate about helping to provide clarity to your financial objectives and direction toward your goals and dreams. Our guidance is designed to be delivered with integrity and reliability while always keeping your needs as our priority. You worked hard to create your wealth. Make sure your wealth is working hard for you. Reach out to us today for a complimentary portfolio review and consultation.CA Insurance License Number# 0B44868Frank X. Aceves, Jr. is a Registered Representative with, and Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Strategic Wealth Advisors Group, a Registered Investment Advisor. Oak Wealth Management, LLC and Strategic Wealth Advisors Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit

Education

• Sonoma State University

  Bachelor of Science Degree, Business Administration: Finance, International Business, Marketing

  1992 — 1994

Skills

• Wealth Preservation
• Retirement
• Financial Advisory
• Asset Allocation
• Life Insurance
• Asset Management
• Wealth Management Services
• 401k Rollovers
• Estate Planning
• Financial Planning
• Series 7 (Held Through Lpl Financial)
• Management
• Capital Markets
• Portfolio Management
• Iras
• Insurance
• Financial Services
• High Net Worth Individuals
• Investment Management
• Wealth Management
• Retirement Planning
• Long-Term Care
• Investments