Financial retirement consulting firm, Valley Oak Wealth Management, have been acknowledged by the North Bay Business Journal as a trusted and credible resource for retirement planning in the San Francisco Bay Area. Powered by LPL Financial, Valley Oak is an independent financial services firm focusing on the financial future and stability of their clients.
The North Bay Business Journal conducts an annual survey compiling notable wealth management advisors in the North Bay Area that have gone through rigorous testing and survey certifications. Valley Oak Wealth Management has been chosen as one of the North Bay’s top wealth management companies for their dedicated services.**
All wealth managers who were selected are certified with the National Association of Board Certified Advisory Practices. The NABCAP is a well-known non-profit agency that reviews and identifies top financial advisors in the country.
About Valley Oak Wealth Management
Valley Oak Wealth Management is an independent financial consulting organization based in Novato, Calif. that strives to achieve the financial security and retirement goals of its clients. Founder and president, Tim Russell, has helped families with their financial decisions for over a quarter of a century. After the 2008 financial market downturn, Tim saw a need for individuals to have a wealth advisor examine and strengthen the future of their financial health. He formed Valley Oak, and developed a new investment-management process tailored to each client based on the vision of their legacy. For more information, please visit www.ValleyOakWM.com.
About LPL Financial
Financial is one of the leading financial services companies and the largest
independent broker/dealer in the nation*. For more than four decades, the firm
has served as an enabling partner, supporting financial advisors in their goals
of protecting and growing their clients’ wealth. A chief objective of LPL
Financial is to reduce the complexity of running a financial services practice so
advisors can focus on what they do best - help their clients attain their
financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best—create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
(Note to Advisor: The mission statement is OPTIONAL)
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com
Securities offered through LPL Financial. Member FINRA/SIPC
*Based on total revenues, Financial Planning magazine, June 1996-2013
**The award is based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure, and philosophy among other factors.