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Golden Oak Wealth Management - Thousand Oaks, CA

950 County Square Drive, Suite 106

Ventura, CA 93003

Call Us: 805-765-4101

Products & Services

Golden Oak Wealth Management will help you define your financial goals, craft a plan to achieve them, and invest to help you realize them.  We are with you each step of the way to make adjustments as goals change or life events throw an unexpected curveball.  Give us a call to learn more about we can help you feel confident about your financial future.