Oak Wealth Management Announces Recent Acquisition During Season of Growth
The Financial Services Network (The Network) announced along with Frank X. Aceves, Jr., CFP®, that Oak Wealth Management (OWM) has acquired the investment management practice of LPL Financial advisor Kathy Conlin. The acquisition comes as part of a large growth strategy for OWM, an investment management and financial planning practice based in Walnut Creek, California. […]