Southern Oak Wealth Group
Members of the Southern Oak Wealth team hold the designations CERTIFIED FINANCIAL PLANNER ™ (CFP ®), Chartered Retirement Planning Counselor SM (CRPC ®), Certified Exit Planning Advisor (CEPA ®), Certified Plan Fiduciary Advisor (CPFA), Certified Divorce Financial Analyst (CDFA ®), and Accredited Asset Management Specialist SM (AAMS ®).
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- Total Financial Integration
- Investment Services
- Family Legacy Planning
- Exit Planning For Business Owners
Sentiment Analysis
Very reliable and consistently available for any questions I have or anything I may need.
John does a great job of answering my questions quickly and keeping my family’s finances safe.
The entire team has a wealth of knowledge that is not just about investments but also covers financial planning, wealth transfer and asset management, diversification and allocation to banking and lending solutions.
This group is too notch on availability, service, and know ledge.
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