Oak Peak Financial
Business details
- Category
- Financial Services · Financial planner
- Address
- 750 Menlo Ave #250, Menlo Park, CA 94025
- Phone
- (650) 434-6600
- Website
- Searching the web…
- County
- San Mateo County
About
Based in Menlo Park, Oak Peak Financial provides financial planning for individuals and families across the Peninsula. We help clients organize their finances, set clear goals, and build a plan they can follow with confidence.
Our approach is to listen first, so every recommendation reflects your priorities, timeline, and comfort with risk. We work with people at different stages of life, from first-time savers to those preparing for retirement.
Whether you are just getting started or reviewing an existing plan, we aim to make the process clear and manageable.
Reach out to our team to schedule a conversation about your financial goals.
Our approach is to listen first, so every recommendation reflects your priorities, timeline, and comfort with risk. We work with people at different stages of life, from first-time savers to those preparing for retirement.
Whether you are just getting started or reviewing an existing plan, we aim to make the process clear and manageable.
Reach out to our team to schedule a conversation about your financial goals.