SKYOAK

SkyOak is a woman-owned, independent registered investment advisor or RIA. The firm is founded and led by Jennifer A. Davis, a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 30 years of experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run by a specialist who focuses solely on their area of expertise, but all divisions, as well as our licensed financial advisors and support staff, work as a team to provide you with a customized financial plan and solutions to achieve your goals... SkyOak, in Las Vegas, is about helping people manage their assets so they can make a difference and touch other people's lives. We are independent, employee-owned, and unaffiliated with any parent company. Further, our CERTIFIED FINANCIAL PLANNER™ (CFP®) and financial advisors help provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional..

Also known as: SkyOak Capital, SkyOak Capital, Inc.

Primary location: San Francisco United States