Shonty Spatola, CFP®, CPA Pacific Oak Wealth Management LLC

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About Shonty Spatola, CFP®, CPA

Hi, I’m Shonty, I’m the Founder of Pacific Oak Wealth Management LLC.

I’m a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ (CFP®).

I’m a fiduciary and fee-only advisor and I’m passionate about helping people take control of their finances today while planning for the future.

As a CPA, I started my financial services career in Public Accounting where I worked on complex income tax and financial statement matters. My professional experience, education, entrepreneurial spirit, and passion for providing objective advice allowed me to start my firm. We specialize in personalized financial plans and investment management. Our favorite clients utilize us as their primary point of contact for all personal financial matters.

I have over 15 years of experience and specialize in Investment Management, Financial Planning, and Retirement Planning.

I’m a Los Angeles native when I’m not immersed in financial planning, I enjoy traveling and fitness.

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Ideal Clients

  • Business Executives
  • Business Owners
  • Tax Planning

Fee Options

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SEC Records

States Registered

  • California