Golden Oak Wealth Management
Golden Oak Wealth Management
950 County Square Drive Suite 106
Ventura
California
93003
United States
Tel: (805) 765-4101
Website: www.goldenoakwm.com/
Business type:
Tom Ellis has been an investment advisor since 2003, beginning at a boutique firm in Pasadena. In early 2008 that firm merged with UBS and Tom Ellis decided to strike out on his own, building the investment advisory firm now known as Golden Oak Wealth Management. Despite a difficult environment for investors and advisors in 2008, Tom’s consistent risk-based focus and individualized investor attention has led to a successful & growing advisory practice.
Opening Times
Monday
08:30am - 05:00pmTuesday
08:30am - 05:00pmWednesday
08:30am - 05:00pmThursday
08:30am - 05:00pmFriday
08:30am - 05:00pmSaturday
ClosedSunday
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