Shonty Spatola| CPA, CFP®
Pacific Oak Wealth Management LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Santa Monica, CA 90405
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Shonty Spatola is a Los Angeles, CA Fee-Only Financial Planner serving Los Angeles and all surrounding areas. Pacific Oak Wealth Management LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Shonty Spatola is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Shonty Spatola is a Fee Only Financial planner in Los Angeles, CA. Shonty Spatola is a NAPFA-Registered Financial Advisor.
I started my financial services career in Public Accounting. This gave me a backbone for the financial services industry. Eventually, my years of tax and audit experience led me to open my Los Angeles CPA firm where I quickly noticed the need for independent financial planning advice. Soon after, I became a Certified Financial Planner and expanded my service offering by creating, Pacific Oak Wealth Management, LLC, where I proudly and happily provide independent fee-only financial advice.
When I'm not immersed in the realm of finance, I enjoy traveling, fitness and cars. I'm a Los Angeles native and I volunteer for Big Brothers Big Sisters of Greater LA.
I'm a Certified Public Accountant and CFP® (Certified Financial Planner™). I've also studied for a Master’s degree in Taxation, have a Master of Business Administration degree as well as a Bachelor's degree in Business Administration. I'm an alumni of Arizona State University, a member of Financial Planning Association, National Association of Personal Financial Advisors and American Institute of Certified Public Accountants.
We are fiduciaries, therefore, we always place the client's interests above our own. We are fee-only financial planners, therefore, we do not receive commissions or referral fees. We do not sell or benefit from the sale of any financial or life insurance products.
Pacific Oak Wealth Management offers comprehensive financial planning and investment management services to you and your family from the perspective of an experienced industry professional. We help you navigate financial, tax and economic news to better prepare and prosper during good times, and survive economic downturns.
We leverage our years of experience with and knowledge of financial management to provide you, the client, with financial advice in line with your current and future goals.
Our advice is objective, we always place the client's interest above our own. Additionally, what differentiates me from other "Financial Advisers" is that I'm a CPA and CERTIFIED FINANCIAL PLANNER. Since we are a boutique firm, we don't have monthly quotas that need to be met.
Further, because of my background as a CPA, by nature, I have an increased focus on tax and their impact on investment and financial planning decisions. Our office can be a "one stop", providing you with comprehensive financial planning, investment management, tax preparation & tax planning.
We work with clients of all ages and in all stages of life. Whether you're early in your career, looking to retire and consolidate your accounts, or need advice when starting your business - we are here for you.