Oak Tree Securities, Inc.

Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with six years of experience, holding Series 63, Series 65, and Series 66 licenses. He has been with Oak Tree Securities since 2020 following his time as a student from 2016 to 2020. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, executives, small business owners, and retirees, focusing on portfolio analysis, retirement projections, tax and estate planning, and brokerage investment advice. The firm emphasizes diversified allocations with a buy-and-hold investment strategy, managing accounts on a non-discretionary basis with ongoing client reviews.

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.

David Godinez is a financial advisor with Oak Tree Securities, Inc. in Livermore, CA, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Oak Tree Securities since 2007 and concurrently serves as Vice President of QCS Financial Services. Outside of finance, he is the owner-operator of Ominous Burgers, a food sales business. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, and retirees. The firm emphasizes diversified portfolios with a non-discretionary approach, combining fixed income and equity investments, and serves primarily non-high-net-worth clients.