Oakhurst Financial
5.0
Oakhurst Financial is a fee-only financial planning and investment management firm in Los Altos, CA, led by Jerry Lopatin, CFP, EA.
About
Oakhurst Financial is a fee-only financial planning and investment management firm in Los Altos, CA. The firm is led by Jerry Lopatin, CFP, EA, who holds a BA and BS from Stanford, a Certificate in Financial Planning from UC Santa Cruz extension, a Series 65 license, and is an Enrolled Agent.
Jerry is a fiduciary and fee-only advisor, meaning he is legally required to put clients' interests first without commission-based compensation. He does not accept new clients at this time. Services include investment management (401(k) rollover, portfolio management), financial planning, and tax preparation and planning (including e-filing, tax planning, and IRS/FTB audit representation).
Services
Investment Management
Investment management services including 401(k) rollover assistance and portfolio management.
Financial Planning
Comprehensive financial planning services.
Tax Preparation and Planning
Tax return preparation, e-filing, tax planning, and IRS/FTB audit representation.
Credentials & Certifications
Reviews
