Bill Oakes Ea, Cfp
Bill Oakes Ea, Cfp (CRD# 152825) is a financial advisory firm headquartered in San Jose, CA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
William Oakes (CRD# 2796535) is an Investment Advisor Representative working at Bill Oakes Ea, Cfp in San Jose, CA and has over 21 years of experience in the finance industry. William Oakes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.