A complete list of active advisors currently associated with Oak Bay Financial, LLC

Warmer can help you find a great advisor at Oak Bay Financial, LLC or one who fits your needs even better.

Oak Bay Financial provides investment management, financial planning and pension consulting to individuals, high-net-worth clients, employee benefit plans and corporations. Services include tailored portfolio management, multi-tier financial planning (hourly, fixed-fee, and an ongoing coaching option) and pension-plan consulting that can include plan reviews, fund selection advice, participant education and ongoing monitoring. Like many independent advisers, the firm charges asset-based advisory fees for discretionary portfolio management and builds portfolios around an asset-allocation framework. The firm primarily practices passive management using index mutual funds and ETFs with periodic rebalancing to control costs and tax exposure, while also employing fundamental, technical, cyclical and charting analysis in its research process. The firm is affiliated with an insurance entity and the firm’s principal is licensed to sell life and health insurance and engages in related product sales and training, activities that generate additional compensation and are disclosed as potential conflicts of interest. Its offering of pension consulting and participant education (a service uncommon among peers), use of RightCapital for detailed planning analyses, and recent formation with no reported assets under management are distinguishing operational features.

To learn more about the advisors currently working at Oak Bay Financial, LLC, 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
Howard Hopkinson II	Henderson, NV	22

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