Frank X. Aceves, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Frank X. Aceves, Jr. CFP®

Oak Wealth Management, LLC

2890 N. Main Street, Suite 306
Walnut Creek, CA 94597
FINANCIAL ADVISOR'S WEBSITE
(925) 357-8320 x103 CONNECT WITH Frank
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General

Frank Aceves is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oak Wealth Management, LLC in Walnut Creek, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: California
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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