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Chase A
Series 65
Weatherford, OK
West Oak Wealth
Chase Anderson is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at MidFirst Bank for four years. West Oak Wealth provides investment management, financial planning, and retirement plan consulting to individual clients and employer-sponsored plans. The firm uses a modern portfolio theory approach with mutual funds, ETFs, and passive strategies, managing accounts on a discretionary basis.
Gerald A
Series 65
Weatherford, OK
West Oak Wealth
Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.
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