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Golden Oak Wealth Management

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Business Type	:	Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds
Address	:	950 County Square Dr Ste 106, Ventura, CA 93003
Coordinate	:	34.26662,-119.21417
Phone	:	(805) 765-4101
Year	:	2021

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General Info:

Tom Ellis has been an investment advisor since 2003, beginning at a boutique firm in Pasadena. In early 2008 that firm merged with UBS and Tom Ellis decided to strike out on his own, building the investment advisory firm now known as Golden Oak Wealth Management. Despite a difficult environment for investors and advisors in 2008, Tom’s consistent risk-based focus and individualized investor attention has led to a successful & growing advisory practice.

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