# Pacific Oak Financial Planning

Pacific Oak Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/shontyspatolacpacfp

## Regulatory record

- **CRD number:** 226649
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226649

## About

PACIFIC OAK FINANCIAL PLANNING LLC is a state-registered investment adviser in WOODLAND HILLS, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Why does Pacific Oak Financial Planning not have a website?

Many smaller investment advisers choose not to maintain a public website, often because their growth comes exclusively from existing client referrals and they see no marketing need for a digital presence. SEC regulations do not require a website, and for some long-established or part-time practitioners, avoiding a public platform simplifies compliance oversight and reduces administrative overhead.

## Related profiles

- [Pacific Canyon Investments](https://altss.com/profile/pacific-canyon-investments)
- [Pacific Wealth Advisory Services](https://altss.com/profile/pacific-wealth-advisory-services-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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