Company Introduction

Fee-Only Financial Advisor Serving Los Angeles. Pacific Oak Financial Planning is a Retirement Planning and Investment Management firm located in Woodland Hills, CA serving clients in the LA Metro. Dual-Certified Financial Planning Expert: Your CPA and Certified Financial Planner Together.

Social: https://www.linkedin.com/in/shontyspatolacpacfp/

Hours: Mon - Fri: 9 AM - 5: 30PM

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Company Basic Information

- Company Name Pacific Oak Financial Planning
- Location Woodland Hills
- Business Type Others
- Year Established 2020
- Employees Total 6 - 10
- Annual Revenue Less than USD 100,000
- Website www.pacoakwealth.com
- EC21 Storefrontpacoakwealth.en.ec21.com
- Keywordfinancial planning

Contact Information

- Address 6303 Owensmouth Ave 10th Floor Woodland Hills, CA
- Country/Region United States
- Phone 1 - 310 - 4777979
- Fax -
- Contact Shonty Spatola

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EC21 Membership Information

- Membership Class Free Member
- Membership Year 1 year

- EC21 Registered Date Jun 26. 2024
- Authentication Unverified
- EC21 Registered IP 64.40.156.***

This is Pacific Oak Financial Planning‘s IP address when Pacific Oak Financial Planning joined EC21.com.
- Geolocation based on IP address: Germany

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