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Qualifications of Financial Advisor in Henderson

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Financial Advisors in Henderson, Nevada
Financial Advisor Office Location Phone Number
Jennifer Davis, CFP,
SkyOak Wealth Management, Inc.
410 South Rampart,
Las Vegas, NV  89145
(800) 971-8070
Eric Harbak,
Financial Engines Advisors, LLC
7201 W. Lake Mead Blvd.,
Las Vegas, NV  89128
(702) 651-6464

Information on Qualified Financial Advisors in Henderson

Office Location 410 South Rampart,
Suite 390,
Las Vegas,
Phone Number (800) 9718070

Jennifer is the founder and CEO of SkyOak Wealth Management. Jennifer wanted to start her own boutique financial advisory firm since she was in her late 20s. After 20 years working for the large firms of Wall Street, she finally created SkyOak Wealth Management in 2010 with the help and support of her husband, Derek. Jennifer provides customized solutions and a broad scope of institutional and family office services through financial planning, experienced investment management, and insurance by using a team of advisors with different areas of expertise. Jennifers expertise and passion is counseling and advising individuals and families, especially those that are going through wealth transition or obtaining new wealth that is different than they were accustomed to. During the years that Jennifer worked for Smith Barney and Merrill Lynch, she advised individuals and families from all different levels of wealth status and family dynamics during the tech boom and IPO to instant wealth that was common on Sand Hill Road in the middle of Silicon Valley. During that time she was a part of an elite group of advisors who were specially trained in advising Ultra High Net Worth Individuals & Foundations and became one of the Barrons Top Woman Advisors in the country.

About SkyOak Wealth Management, Inc.

We do what we love  We do what is right  The client will always come first. SkyOak is about helping people manage their assets so they can make a difference and touch other peoples lives. We are independent, employee-owned, and unaffiliated with any parent company. We provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting. SkyOak is a woman-owned independent registered investment advisor or RIA. Founded and led by Jennifer A. Davis, a Certified Financial Planner (CFP® ) with over 20 years experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run by a specialist who focuses solely on their area of expertise but all divisions, as well as our 10 licensed financial advisors and numerous support staff, work as a team to provide you with a customized financial plan and solutions to achieve your goals. As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Further, your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice. Our primary focus is about protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions.

Qualifications CRD# 4600888
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional

Office Location 7201 W. Lake Mead Blvd.,
Suite 110,
Las Vegas,
Phone Number (702) 6516464

Joined Financial Engines in 2011. Began his career in the financial services industry in 2002. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Earned the Accredited Asset Management SpecialistSM (AAMS®) designation(s). United States Marine Corp Veteran of the Gulf War. Married to Patty. They have two children: Connor and Chase. Eric enjoys coaching and playing many different sports.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

List of Additional Financial Advisors in or around Henderson, Nevada
The Keller Group Investment Management, Inc. Henderson, NV
The Sudol Group Las Vegas, NV
Comprehensive Wealth Management Advisors Las Vegas, NV

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