Golden Oak Wealth Management

Tel: 805-765-4101
950 County Square Drive
Suite 106
Ventura, California  93003
Golden Oak Wealth Management | Financial Advisor in Ventura,California

About Golden Oak Wealth Management

Tom Ellis has been an investment advisor since 2003, beginning at a boutique firm in Pasadena. In early 2008 that firm merged with UBS and Tom Ellis decided to strike out on his own, building the investment advisory firm now known as Golden Oak Wealth Management. Despite a difficult environment for investors and advisors in 2008, Toms consistent risk-based focus and individualized investor attention has led to a successful & growing advisory practice.

Office Hours

Monday   08:30 AM - 05:00 PM
Tuesday   08:30 AM - 05:00 PM
Wednesday   08:30 AM - 05:00 PM
Thursday   08:30 AM - 05:00 PM
Friday   08:30 AM - 05:00 PM

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