SkyOak Wealth is a woman-owned independent registered investment advisor or RIA. Davis, a Certified Financial Planner (CFP® ). Our primary focus is protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions. We provide consultative investment and wealth management services for individuals and families in addition to a retirement pl
an and institutional consulting. We are independent, employee-owned, and unaffiliated with any parent company. As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice. From our Palo Alto office, we serve the South Bay, the Peninsula, San Francisco, the North Bay, Oakland, Walnut Creek and the East Bay. From our Sacramento office, we serve Stockton and the Central Valley up to Redding and Red Bluff. Our Medford office serves Ashland, Grants Pass, Roseburg, Eugene, Salem, Portland, and Seattle. Offices now open in Las Vegas, NV and Detroit, MI. For more information on this and other awards recognizing SkyOak Financial, please refer to our webpage and related disclosures
