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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From the Life Planning Blog

Guarding Against Identity Theft

Whether you’re trying to do several small trips in a year, or you are planning on one luxurious vacation, you will always want to get the most out of your money.

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.