Bill Oakes EA,CFP(r)
1314 Addiewell Pl, San Jose, CA 95120
We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed. We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.
Fee only, objective, financial advice to individuals and families, regardless of net worth, income or assets. Tax Planning, Preparation and Representation services to individuals & small businesses.
Financial Planning Association (FPA)
Member Garrett Planning Network
National Association of Enrolled Agents (NAEA)
Registered Advisor with National Association of Personal Financial Advisors (NAPFA)
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