About Eight Oaks

We are dedicated to providing financial planning and investment management services that are specific to you and your situation. We strive to do this while working closely with all of your other advisors. As a financial advisory firm, our primary focus is to provide objective opinions that are designed to lead you in the right direction financially.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. The majority of our clients work with us through fee based advisory accounts, where we are held to a fiduciary standard. The fiduciary standard requires a complete focus on trust, integrity and respect.

Team

Andy Chatham
Partner

Andy Chatham has been helping clients manage their wealth (financial planning, investment management and insurance...

Chad Chatham
Partner

Chad Chatham came to the financial services industry with a business owner background. Chad has been helping clients...

Ryan Szwast
Director of Operations

Ryan has been working with Chad since 2016. He came to Eight Oaks Financial with over 11 years of business and finance...

Gladys Villegas
Director of Marketing

Gladys graduated from California State University Fullerton with a BA in Business Management and a minor in Mathematics...

Portfolio Administrator

Tom started working with Eight Oaks Financial in 2022. Prior to joining Eight Oaks Financial he was working for the...

LPL is the # 1 independent broker/dealer, as reported by Financial Planning magazine, 1996-2023, based on total revenue...

How can we help?

Find out how we can help you reach your financial freedom.

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