Oak & Vine Wealth Management
1502 Spring Street, Paso Robles, CA 93446
Location & Phone number
1502 Spring St Ste D, Paso Robles, CA 93446, United States
About the Business
Oak & Vine Wealth Management is a finance institution located at 1502 Spring Street in Paso Robles, California, United States. We offer a vertically partnered approach to wealth management, working closely with our client’s professional network to ensure every financial detail is tended to. Our rigorous and disciplined process is crafted after years of experience partnering with other professional advisors. Clients receive a personalized financial plan, an institutional quality investment portfolio, and a team approach to managing every aspect of their financial well-being.
At Oak & Vine, we prioritize the interests and needs of our clients above all else. Our team, led by seasoned financial advisor Eric Hallin, provides a boutique firm experience with the industry experience and technology of a larger organization. Eric, with over 20 years of experience in the finance industry, founded Oak & Vine with a mission to provide the highest level of financial planning and investment management services possible.
We offer free consultations to discuss any questions you may have regarding Oak & Vine, whether it be about our process, services, or initial thoughts on your financial portfolio. Advisory services are offered through CS Planning Corp., an SEC registered investment advisor. Please note that the information on this site is for informational purposes only and should not be considered as legal or tax advice. Contact us today to secure your financial future with Oak & Vine Wealth Management.
Photos
Hours open
Monday:
7:30 AM - 6:00 PM
Tuesday:
7:30 AM - 6:00 PM
Wednesday:
7:30 AM - 6:00 PM
Thursday:
7:30 AM - 6:00 PM
Friday:
7:30 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
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