Be financially prepared for all life’s twists and turns.

Preparing for the expected (and sometimes unexpected) circumstances life puts in front of us has its challenges. The financial aspects of many important life events can be difficult to navigate. Major life events are important times where you might want to contact a financial advisor to work out important choices for your future.

At Valley Oak Wealth Management, we consider you part of our extended family and are always there for you when your family goes through changes that could impact your financial future.

Please give us a call, and we would be happy to discuss your financial options. Call us at (415) 898-4439 or email us at

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Let us help you pursue your financial goals. Call now.


From the Life Planning Blog

Investing From a Young Age? (Yes, it’s a good idea.)

When you are young you have nothing but time to get a jump start on your retirement. What should you do?

Tax changes you need to know for 2020

As our country (and the world) deals with the COVID-19 pandemic, it's time to start thinking about the 2020 tax filing season and the changes in legislation that will impact your filing in 2021. 

Dealing with Divorce

With so many emotions involved in the dissolution of a marriage, you will probably want to make the financial aspects of your divorce proceed as smoothly as possible. Here are five tips to consider as you start the divorce process.