CRD: 226649
Pacific OAK Financial Planning LLC
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2015
- Office Locations
- 1
Office Locations
About Pacific OAK Financial Planning LLC
Pacific Oak Financial Planning is a Woodland Hills, CA retirement planning and investment management firm serving individuals in the LA metro. The practice takes a tax-focused, comprehensive planning approach and operates as a fee-only fiduciary with no product sales or commissions. Led by a dual-credentialed CPA/CFP, portfolios are primarily implemented with ETFs alongside investment-grade corporate bonds and cash, aligning planning and investment decisions under one advisor.
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Owner & Executives
SHONTY AYE SPATOLA
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member
- CRD
- #6104598
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,694,458 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,694,458 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,694,458
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $798,732,355 | 31.3% |
| Corporate - Investment Grade | $990,121,897 | 38.8% |
| Cash | $763,006,306 | 29.9% |
| Total | $2,551,860,558 | 100.0% |