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Gordon Oak Financial
Gordon Oak Financial helps people manage their finances, including saving, investing for the first time, paying off debt, and managing a 401(k).
Overview
Gordon Oak Financial helps people manage their finances, including saving, investing for the first time, paying off debt, and managing a 401(k). The firm believes everyone deserves access to improve their financial health, no matter how much money they have or how old they are. It works with employees of partnering companies, employers, and private clients, offering unlimited access to a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant, and help with areas such as debt, student loans, 401(k)s, savings, investing, budgeting, home buying, and taxes.
General information
Firm type
RIA
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