Client Relations & New Business Administrator at Oakwood Wealth Partners - Irvine, California, United States
For over thirty years, our practice has grown from a single financial planner, to a large family practice with six planners and a staff of seven. We offer quality investment and insurance products and services from our local office in Irvine, California.Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Oakwood Wealth Partners is not an affiliate of Lincoln Financial Advisors. CRN. Licensed to sell securities in the following states: CA, AL, AZ, CO, DE, FL, GA, HI, ID, IN, KS, MA, MT, NC, NH, NM, NV, OK, OR, SC, TX, UT, and WA