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  •  Tel: 949-878-2094
  •  Email: Chad@EightOaksFinancial.com
  •  Tel: 866-535-5704
  •  Email: Andy@EightOaksFinancial.com

Eight Oaks Financial and Insurance Services, Financing Consultants, Hollister, CA

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  1. Home
  2. What are you LOOKING FOR in a wealth manager?

What are you LOOKING FOR in a wealth manager?

Are you looking for ...

A deep relationship?

Our goal is to know every moving part in your financial life. Click the links below to view how we build
MindMaps for our clients, this makes sure everyone is on the same page.

Interactive map | Flat map

A financial plan that is updated every time you meet?

Click here to view the online tool we share with our clients.

Access to experienced money managers?

We work with the largest independent broker dealer in the nation giving us access to a wide variety of experienced money managers available.

A nearly 100% virtual experience?

Our client interactions typically are via email, and phone. Our regularly scheduled Progress
Report meetings are typically done virtually using WebEx, GoToMeeting, SKYPE or Join.me.

Are you who we are LOOKING FOR?

Click here to see what our clientele looks like [link to Who Are Our Clients?]

  • Our goal is to focus on those who we have the skills to help.
  • Our clients generally have assets of at least $1 million
    Our investment management service is most appropriate for portfolios over $1 million.
  • Our clients want a personal CFO: somewhere they can turn for all things financial.
  • Our clients are very comfortable with technology and virtual meetings.
    Our client interactions typically are via email, and phone. Our regularly scheduled Progress Report meetings are typically done virtually using WebEx, GoToMeeting, SKYPE or Join.me.

To find out more about Eight Oaks Financial, first tell us about you

Traditionalists & Baby Boomers
(born through 1964)

Click Here

Generation X
(born 1965 to 1981)

Click Here

Millennials
(born 1982 to today)

Click Here

  •  Tel: 949-878-2094

2201 Dupont Drive, Suite 810, Irvine, CA 92612



     

Andrew Chatham is a registered representative with, and Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Chad "Gale" Chatham is a registered representative with, and Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Massachusetts, Michigan, North Carolina, Texas, Virginia, Washington

Andrew Chatham's CA Insurance License Number: 0B62554 

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