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Fee-Only Financial Planning and Accounting in the Greater Los Angeles Area 


For All Your Financial Planning Needs

Pacific Oak Wealth Management is an independent Registered Investment Advisor providing goal-based, comprehensive financial planning throughout Los Angeles. As a fee-only financial planning firm, our services are uniquely tailored to each of our client's specific needs, and we serve our clients during the financial planning process through deep and meaningful relationships that last for generations. 

Helping You Align Your Finances With Your Goals

Our focus is to help you find a balance between your life goals and your financial means. We are not affiliated with any broker-dealer and sell no products of any kind, allowing us to always put our full focus on what is truly best for you.

We Focus On Your Finances, So You Can Focus on Your Top Priorities

About


iconOne Stop for All Financial Needs

Being CPAs makes us better financial planners. The fundamental knowledge that CPAs have, especially in the tax area, married with the training and subject areas of the CFP makes a very powerful combination. With this, we specialize in the areas of Tax, Investments, Insurance, and Financial Planning.

iconFocused on Your Peace of Mind

We are a fiduciary; therefore, we always place the client first. Our advice is objective and unbiased as we formulate financial and tax planning goals to meet the client's best interest.

iconA Dedicated Long Term Partner

We aim to develop long term relationships with our clients. We help individuals navigate financial, tax and economic news to better prepare and prosper during good times, as well survive during economic downturns. We’ll be a consistent partner through the good and the bad, and make sure you are as prepared as possible for both.

 

iconAward-Winning Service

We dedicate ourselves to providing outstanding client service, while working with integrity and professionalism.

iconA Modern Approach

We utilize technology to provide our clients with the most effective and convenient experience possible. This includes offering virtual meetings and easy to access online resources.

iconAffordable Pricing

We offer a flat and affordable fee with no asset minimums, no commissions, and no product sales.

Shonty Spatola, CFP, CPA Photo

Shonty Spatola, CFP, CPA

I started my financial services career in Public Accounting. Years of tax and audit experience led me to open my Los Angeles CPA firm where I quickly noticed the need for independent financial planning advice. Soon after, I became a Certified Financial Planner and expanded my service offering by creating Pacific Oak Wealth Management, LLC, where I provide independent fee-only financial advice.

I have over 15 years of experience and specialize in Investment Management, Financial Planning, Retirement Planning, and Tax Preparation and Planning.

When I'm not immersed in financial planning, I enjoy traveling, fitness and cars. I’m a Los Angeles native and I volunteer for Big Brothers Big Sisters of Greater LA.

Financial Planning and Accounting in the Greater Los Angeles area

We are located in West Los Angeles, California.  However, we serve all 50 States, International, and locally serving Santa Monica, Brentwood, Los Angeles, West Los Angeles, Hollywood, South Bay, San Fernando Valley and surrounding areas.

Invest in Your Future Self. You Won't Regret It

Services


We’ll look at your entire financial picture and help you fit the pieces together properly.


Whether you are just setting out on your financial journey, or seeking to protect what you have already created, we can guide you along the way. Substantial savings often result from better planning, and specifically, tax planning. As a CPA, I have an increased focus on taxes and their impact in all investment and financial planning decisions.  

What's Included:

Services include two to four initial meetings, two to four review meetings per year, and year-round telephone and email support.

Our objective in creating investment portfolios is to seek out low cost, tax advantaged and high quality securities.


Investing is a long- term endeavor. Most of us aim to build wealth over time, but it can be challenging. Here at Pacific Oak Wealth Management, we believe it is necessary to have a clear sense of why you are investing in the first place, and then stick with a disciplined investment strategy. 

What's Included:

Everyone is different, so we create a tailored investment plan based on your individual needs and circumstances. Your tolerance for risk and goals for your life are the two main ingredients that go into making your plan uniquely yours. All new engagements include an initial investment meeting, where we will meet to explain investing terms, risks, and asset allocation. This is also when we will establish your individual risk tolerance. 

Taxes - Don't Pay More Than You Have To


Our financial planning and investment recommendations always consider ways to invest more tax-efficiently within your existing accounts, and we'll recommend the most tax-efficient savings vehicles for your personal situation.

Shonty's extensive public accounting experience provides the firm with a unique focus on taxes and their impact in all investment and financial planning decisions.

Tax preparation services for individuals, businesses and trusts provided by our sister company, Spatola & Company CPA.

Objective, Fee-Only Advice Designed Just For You

Who We Help


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Young Families/Working Professionals
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Nearing Retirement

It can be difficult to know exactly when you’re financially ready to retire. We’ll help you with everything from making sure that you have enough saved, to answering any insurance questions you may have.

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Already Retired

Make sure you are financial ready to enjoy retirement to the fullest. We can help answer your questions regarding Social Security, spending, health care, and more.

Life, Well Planned

Client Center


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Pricing


Starting @ $300/month

  • Comprehensive Financial Planning
  • Tax preparation and annual tax planning
  • Retirement planning
  • Cash flow and budgeting
  • Quarterly meetings
  • Unlimited phone calls and emails
  • Annual Rebalancing
  • Investment Recommendations for employer sponsored accounts



Starting @ $600/month

  • Comprehensive Financial Planning
  • Tax preparation and annual tax planning
  • Retirement planning
  • Cash flow and budgeting
  • Monthly meetings
  • Unlimited phone calls and emails
  • Annual Rebalancing
  • Investment Recommendations for employer sponsored accounts


Starting @ $1,000/month

  • Comprehensive Financial Planning
  • Tax preparation and annual tax planning
  • Retirement planning
  • Cash flow and budgeting
  • Weekly Meetings
  • Unlimited Phone Calls and Emails
  • Annual Rebalancing
  • Investment Recommendations for employer sponsored accounts

We’re Here to Help - Let’s Get Started Today

Contact


Address

520 S Sepulveda Blvd Ste 202
Los Angeles, CA 90049

Phone

(310) 477-7979