VaMa Oak Wealth, LLC

Rick Vala is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with VaMa Oak Wealth, LLC, where he has worked since 2023, following prior roles at Bank of America and Merrill. VaMa Oak Wealth provides investment advisory and planning services primarily to individual clients, including high-net-worth and non-HNW households, as well as trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting, employing a variety of analytical methods and strategies tailored to client objectives and risk tolerance.

Laura Schenkel is a CFP® professional and holds a Series 66 license, currently serving at VaMa Oak Wealth, LLC with one year of experience at the firm. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, PNC, Hamilton Lane, and Wolters Kluwer Health. VaMa Oak Wealth serves individuals, trusts, retirement plans, and corporate entities with comprehensive portfolio management, financial planning, and consulting services. The firm employs a multi-faceted investment approach combining fundamental, quantitative, technical, and sector analysis, offering diversified portfolios that include equities, fixed income, alternatives, and third-party managers.

Mario Martinelli is a CFP® professional with 10 years of industry experience. He is currently with VaMa Oak Wealth, LLC and previously worked at Bank of America, Merrill, and Lincoln Financial Distributors. VaMa Oak Wealth provides investment advisory and planning services to individual clients, trusts, retirement plans, and business entities. The firm uses a range of analytical methods and strategies to tailor portfolios to client objectives and risk tolerance, managing approximately $81 million in discretionary assets across two advisors.