Frank Aceves Email and Phone Number
Founder And Chief Executive Officer And Certified Financial Planner Professional And Financial Advisor
at
Oak Wealth Management, Llc
Frank Aceves's email is fxacevesjr@gmail.com
and
Frank Aceves's phone number is +1925-798-4027
.
Frank Aceves Contact Details
Email
fxacevesjr@gmail.com
Email
mike_monahan_400@yahoo.com
Email
fxacevesjr@adelphia.net
Phone
+1925-798-4027
Phone
+1925-820-8586
Frank Aceves Company Details
Location
Walnut Creek, California, United States
Industry
Financial Services
Frank Aceves's Current Company
Oak Wealth Management, Llc
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Industry | Financial Services |
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Location | Walnut Creek, California, United States |
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Industry | Financial Services |
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Location | Walnut Creek, California, United States |
Frank Aceves's Experience and Education
Work Experience
Cal Fed Lending
Senior Financial Consultant
1996-06 to 2003-02
San Pedro, California, United States
Vice President, Senior Financial Advisor
2004-04 to 2014-02
St. Louis, Missouri, United States
Founder And Chief Executive Officer And Certified Financial Planner Professional And Financial Advisor
2014-02 to Unknown
Walnut Creek, California, United States
Education
2002 to 2003
Berkeley, California, United States
Bachelor Of Science in Finance
1992 to 1994
Rohnert Park, California, United States
Frequently Asked Questions about Frank Aceves
What company does Frank Aceves work for?
Frank Aceves works for Oak Wealth Management, Llc
What is Frank Aceves's role in his workplace?
Frank Aceves's role in his workplace is
Founder And Chief Executive Officer And Certified Financial Planner Professional And Financial Advisor .
Which industry does Frank Aceves work in currently?
Frank Aceves works in the industry
Financial Services.
What is Frank Aceves's email address?
Frank Aceves's email address is fxacevesjr@gmail.com
What is Frank Aceves's direct phone number?
Frank Aceves's direct phone number is +1925-798-4027
What schools did Frank Aceves attended?
Frank Aceves attended
University Of California, Berkeley, Haas School Of Business,
and
Sonoma State University.
What are some of Frank Aceves's interests?
Frank Aceves has interests in
Children,
Economic Empowerment,
Politics,
Education,
Environment,
Disaster And Humanitarian Relief,
and
Health.
What are some of Frank Aceves's skills?
Frank Aceves has skills like
Financial Planning,
Wealth Management Services,
Retirement Planning,
Investments,
Portfolio Management,
401k Rollovers,
Asset Allocation,
Estate Planning,
Insurance,
Iras,
Retirement,
High Net Worth Individuals,
Investment Management,
Life Insurance,
Capital Markets,
Asset Management,
Long Term Care,
Wealth Preservation,
Financial Advisory,
Wealth Management,
and
Series 7.
Who are Frank Aceves's colleagues?
Frank Aceves's colleagues are
Katie Edling,
Crystal Orphanopoulos,
Kathryn Moody,
Kathryn Moody,
Crystal Orphanopoulos,
Katie Edling,
Katie Kovich,
and
Frank Aceves.
Who are Frank Aceves's peers at other companies?
Frank Aceves's peers at other companies are
Gisela Narea,
Eelco Benink,
Jennifer Masse,
Quelvin Paran,
Hitesh Mevada,
Helen Yu,
and
Matthew Gregory.
