Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with five years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oak Tree Securities since 2020. Oak Tree Securities provides estate and financial advisory services to individuals and couples, salaried executives, small business owners, and retirees, as well as pension and profit-sharing plan clients. The firm’s investment approach emphasizes diversified allocations with a combination of fixed income and equity exposures, managing accounts on a non-discretionary basis and focusing primarily on non–high-net-worth clients.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.