Pacific Oak Financial Planning
Fee-Only Financial Planner and CPA serving clients in Woodland Hills, Sherman Oaks, Encino, West Los Angeles, Santa Monica, Hollywood, surrounding areas of Los Angeles and throughout the country.
Shonty Spatola, CPA, CFP is a Los Angeles, CA fee-only financial planner. Pacific Oak Financial Planning provides comprehensive and objective financial planning and tax planning to help business owners, executives, near-retirees and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Shonty Spatola is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Shonty Spatola is a Santa Monica, CA tax-focused fee-only financial planner.
As a results-driven leader, I offer targeted experience across finance, with a combination of expertise in tax planning, financial planning, and public accounting. Throughout my career, I have helped organizations enhance results and compliance by developing financial controls and delivering strategic recommendations to improve financial performance. I am also adept at reviewing financial statements and tax planning for individual, partnership, and corporate clients.
Also skilled at fostering relationships with cross-functional team members, I ensure the successful execution of strategic plans. In addition to my professional experiences, I’ve had a proven history in:
• Financial Reporting
• Strategic Planning
• Mergers & Acquisitions
• Tax Preparation
As a leader, I’ve been recognized for tackling situations from different perspectives and providing innovative solutions to challenges. I aim to improve overall success while leaving a lasting impact on my organization.
Shonty Spatola is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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 tax focused financial planning 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Shonty Spatola is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Shonty Spatola is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Shonty Spatola is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Shonty Spatola is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Shonty Spatola is a Member of the Alliance of Comprehensive Planners (ACP)
Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
Contact Shonty Spatola
6303 Owensmouth Ave
Woodland Hills, CA 91367
12100 Wilshire Blvd
Los Angeles, CA 90025