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Home > Financial Planner Directory > California > San Jose > William F. Oakes, EA, CFP®

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William F. Oakes, EA, CFP®

Bill Oakes EA, CFP®

1314 Addiewell Pl
San Jose, CA 95120-3904
Phone: (408) 927-6771

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Annuities
Asset Allocation
Business Taxes
Career Change
Disaster Recovery
Estate Planning
Investment Management
Getting Divorced
Mutual Funds
Getting Married
Job Loss
Real Estate
Insurance
Retirement
Stocks & Bonds
Long-term Care
Sudden Wealth
Men's Finances
Nontraditional Households
Personal Taxes
Women's Finances

How Planner Charges

Fee Only

Considerations: No client minimums for income or assets. Offering Fee-Only, as needed, personal financial planning services. Providing independent, objective personal financial advice. Visit www.oakesFP.com.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.