PACIFIC OAK FINANCIAL PLANNING LLC

Overview

Pacific Oak Financial Planning LLC is a small, independent registered investment adviser that focuses on personalized wealth management for individuals and families. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it also provides pension consulting and the selection of outside advisers when clients need specialty expertise. Fee arrangements are flexible: the firm charges a percentage of AUM and may also bill hourly or use fixed fees for planning engagements. The firm functions as a capital allocator for its clients, blending proprietary portfolio management with the use of third‑party managers when appropriate. Investment preference skews strongly toward liquid equity exposures—exchange‑traded equities are the dominant holding—while the adviser supplements core equity positions with mutual funds and selected alternative allocations in hedge funds and real estate to achieve diversification and potential return enhancement. Pacific Oak does not identify as an active ESG investor and appears to operate on a compact, relationship-driven scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices