Broker Check

Live Oak Wealth Management

Live Oak Wealth Management

805-474-0755
[email protected]

Over the years, we have found that serving our clients, as part of their team, has been an effective approach  to maneuvering through the complex financial-services world.    Hire us to be your "Chief Financial Officer".  

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.