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Bill Oakes EA, CFP®

Bill Oakes EA, CFP®Bill Oakes EA, CFP® takes a personable approach to financial planning and is eager to understand the goals and motivations of his clients. Understanding what is important to clients and why it is important to them helps Bill to recommend practical strategies to achieve financial goals. Bill believes that in many instances, financial planning is overly complicated for the typical person. Bill’s goal is simplify the financial mumbo-jumbo, to help clients understand what their choices are and to encourage them to take action to achieve their goals.

Bill holds the following licenses and certifications:

  • Enrolled Agent (EA) enrolled to represent taxpayers before the Internal Revenue Service
  • Certified Financial Planner™ professional with the CFP Board of Standards
  • Registered Investment Adviser (RIA) with the state of California

Additionally, Bill is a Fellow of the National Tax Practitioner’s Institute, a graduate from the State University of New York and has a graduate degree from Boston University. His professional memberships include the National Association of Enrolled Agents (NAEA), Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA).

Bill has resided in Silicon Valley since 1989 and is blessed with a wonderful wife, two daughters and two grandchildren. His personal interests include jogging, golf, reading and traveling.

Getting Started

Bill offers a no cost, no obligation Get Acquainted meeting to review your situation. At the conclusion of this session there will be a jointly made decision about the services and fees that will be provided to you. Please call 408-703-5777 or email to schedule this complimentary meeting at your home, office or by phone. Bill looks forward to meeting you and helping you achieve your financial goals.