ACCLARO WEALTH MANAGEMENT - Key Persons
Catherine Wong is the Operations Manager for Acclaro Wealth Management. She brings over 20 years of sales, operations, and client service experience to the Acclaro team. Catherine's priority is to support Acclaro to deliver the most outstanding service to its clients and to keep its operations running smoothly and efficiently.
A graduate of the University of California at Santa Barbara, she remains active in the alumni association and enjoys working with young men and women interested in beginning a career in financial services. With outstanding organization skills, Catherine coordinates Acclaro's client events and our community and charitable involvement.
Catherine holds a CA state insurance license. She is also a certified agent for Covered California.
Catherine was born and raised in Southern CA and has lived in the Bay Area for over 15 years. Walnut Creek is now home for her and her family and she can't imagine living anywhere else.
Job Titles:
- Administrative Officer
- Managing Director
- Certified Financial Planner
- Managing Director and Senior Financial Advisor
Tim Oshima, CFP®, CEBS is a Certified Financial Planner™ at Acclaro Wealth Management. In addition to over two decades of experience as a financial services professional, Tim Oshima brings a personal perspective and passion to his work. Through his own experience as a business owner, cancer-survivor and a father of two very active children, he knows that keeping to a financial plan can be challenging.
This is especially true as the world gets even more unpredictable and the "right thing to do" is not always so clear. Despite the uncertainties of life, Tim is a huge proponent of careful planning. His planning process with a client always begins with an exploration of ultimate life goals.
Tim is also a Certified Employee Benefits Professional (CEBS) and serves on the Board for the East Bay Chapter of the Northern California Human Resources Association (NCHRA). He is also past Chair of Contra Costa County Employer Advisory Council, a member of the Contra Costa Council and is a 2008 graduate of Leadership Contra Costa, a program sponsored through the Walnut Creek Chamber of Commerce. He is a proud supporter and past board member of The Center of Human Development, a non-profit which works to expand access to health care to the under-served members of our community.
Tim is a Managing Director and Administrative Officer for Acclaro Wealth Management. Tim helps Acclaro clients make thoughtful and informed decisions about all aspects of their finances. In addition to over 25 years of experience as a financial services professional, Tim Oshima brings a personal perspective and passion to his work. Through his own experiences as a business owner, cancer-survivor and a father of two very active children, he knows that keeping to a financial plan can be challenging.