Valley Oak Wealth Management

Valley Oak Wealth Management Our mission is to guide each client’s financial journey to retirement and beyond. Member FINRA & SIPC. FINRA.org and SIPC.ORG.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they ar

e properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held sho...
06/22/2026

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held short-term rates steady. The Standard & Poor’s 500 Index rose 0.93 percent through Thursday’s close, while the Nasdaq...

Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts a...
06/17/2026

Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts and the largest-ever initial public offering (IPO). The Standard & Poor’s 500 Index rose 0.65 percent, while the...

Yesterday we celebrated 3 years of our fantastic Client Success Team Manager, Liesa, at Valley Oak! We are very lucky to...
06/11/2026

Yesterday we celebrated 3 years of our fantastic Client Success Team Manager, Liesa, at Valley Oak! We are very lucky to have her!

Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs da...
06/08/2026

Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs data could lead to higher interest rates. The Dow Jones Industrial Average slipped 0.32 percent, while the Standard...

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence g...
06/03/2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

In observance of the holiday, our office will be closed Monday, May 25th. Happy Memorial Day!
05/22/2026

In observance of the holiday, our office will be closed Monday, May 25th. Happy Memorial Day!

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. ...
05/19/2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corpora...
05/12/2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Address

2 Ranch Drive
Novato, CA
94945

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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