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Shonty S
CFP®, Series 63, Series 65
Woodland Hills, CA
Pacific Oak Financial Planning LLC
Shonty Spatola is a CFP®-certified financial advisor with 12 years of industry experience. He is the principal at Pacific Oak Financial Planning LLC and has previously worked at Capital Tax Group Inc. He also owns and manages Spatola & Company CPA, Inc., an accounting firm, and is a licensed independent real estate agent. Pacific Oak Financial Planning LLC serves individual investors and small- to mid-sized employer clients, providing comprehensive financial planning, wealth management, and retirement plan consulting. The firm employs a core-and-satellite investment approach using diversified index ETFs and actively managed satellites, offering customized portfolio management with ongoing monitoring and tax consideration.
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