Valley Oak Wealth Management

Valley Oak Wealth Management Our mission is to guide each client’s financial journey to retirement and beyond. Member FINRA & SIPC. FINRA.org and SIPC.ORG.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they ar

e properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

In observance of the holiday, our office will be closed Monday, May 25th. Happy Memorial Day!
05/22/2026

In observance of the holiday, our office will be closed Monday, May 25th. Happy Memorial Day!

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. ...
05/19/2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corpora...
05/12/2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate...
05/04/2026

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12...

It’s rolling & going great!!
04/18/2026

It’s rolling & going great!!

Why are we partnering with St. Vincent de Paul for this year's BIG Shred? This incredible local organization provides a ...
04/11/2026

Why are we partnering with St. Vincent de Paul for this year's BIG Shred? This incredible local organization provides a chance for a better life by offering services like hot meals, job training assistance, and housing to those in need. Check out their accolades from the Marin IJ Reader's Choice Awards!

Address

2 Ranch Drive
Novato, CA
94945

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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