• Awarded Small Business of the Year by Novato Chamber of Commerce.
  • Valley Oak is with you in all your financial planning - we are financial planners who feel you are part of our family.
  • Retirement planning - can't see the forrest for the trees?

 5 Financial Tips for College Planning

Do you have $138,000 for your child's education? And it's only getting more expensive.

5 Financial Tips »

Should You Get a Second Opinion on Financial Strategies?

Do you have questions about your investment portfolio or retirement plans? Get a Free Second Opinion.

Find Out How »

 Strategies for Calm During Market Turmoil

4 strategies for staying zen during uncertain and volatile markets. Tips to reduce stress during market turmoil...

4 Strategies »


Retirement Checklist. Could You Be Forgetting Something?

We have an 8-Point Retirement Checklist - you can quickly read it to see if you are forgetting anything.

View the Checklist »

 Are Women Better Investors? See the Research!

Articles and research tracking men and women investors... the answer and the psyche behind it.

Read What the Research Says »

10 Actions You Can Take Against Identity Theft!

Identity theft is a serious problem affecting 34.2 million U.S. Adults in 2013. #1 Consumer Complaint.

10 Actions to Take »




"From a client service perspective, our independence frees us to offer completely objective advice. We have no investment banking relationships or other external affiliations to promote, no business conflicts that might interfere with providing our clients with unbiased recommendations. In addition, our compensation is not tied to revenue sharing agreements but rather to client account performance. That independence allows us to put the needs of our clients first, and they reciprocate with their loyalty."

Tim Russell, CLU, ChFC, Owner & LPL Registered Principal




Check the background of this investment professional on FINRA's BrokerCheck.