A complete list of active advisors currently associated with ACCLARO Wealth Management

Warmer can help you find a great advisor at ACCLARO Wealth Management or one who fits your needs even better.

Acclaro Wealth Management provides investment management and financial planning and consulting to individuals, qualified retirement plans, trusts and small businesses. The firm constructs portfolios using no-load mutual funds, exchange-traded funds and individual securities and delivers written financial plans that address retirement, estate, tax, insurance and other planning topics. The firm tailors advice with a written Investment Policy Statement, ongoing monitoring and at least quarterly reviews, and it employs a mix of fundamental, technical and cyclical analysis as well as option strategies when appropriate. Implementation may include model portfolios and the use of independent money managers or wrap-fee arrangements, with portfolios managed similarly across wrap and non-wrap accounts. Noteworthy for a firm of its size, Acclaro acts as a wrap fee program sponsor (see Part 2A, Appendix 1) and discloses an affiliation with an insurance business whose representatives are licensed insurance agents and may offer insurance products. The brochure also discloses that the firm may share advisory fees with independent managers (typically 25–50%) and participates in an institutional custody program for trade execution and support.

To learn more about the advisors currently working at ACCLARO Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Timothy Oshima	Walnut Creek, CA	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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