Home
Our Team
Who We Serve
What We Do
OWP Podcast
Resources
Contact Us

Client Logins

eMoney

AssetMark

Wealthscape

Lincoln Financial

Allianz

Jackson

OneView

OneView

Contact

Office: (949) 341-4188

17400 Laguna Canyon Road

Suite 125

Irvine, CA 92618

oakwoodwealth@oakwoodwp.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Michael Lockwood: California Insurance License #0730158

Mike Kish: California Insurance License #0H28584

Valerie Esteban: California Insurance License #0I63087

Kevin Campbell: California Insurance License #0L34919

Nick Lockwood: California Insurance License #0M83310

Sean Hooper: California Insurance License #0M29054

Marianne Ehlers: California Insurance License #0I57918

Matthew Manskar: California Insurance License #4054270

Terri Halligan: California Insurance License #0E02159

Heather Searl: California Insurance License #0K30246

Roberto Duran: California Insurance License #0C87851

Derrick Nguyen: CA Insurance License # 0J10811

Kevin Oros: CA Insurance License #0G54108

Dean Holmes: CA Insurance License #0724316

Jaden Duncan : CA Insurance License #4299936

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

*Associated persons of Osaic Wealth, Inc. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Osaic Wealth, Inc. and its representatives do not provide legal or tax advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA & WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.