Valley Oak Wealth Management

Valley Oak Wealth Management Our mission is to guide each client’s financial journey to retirement and beyond. Member FINRA & SIPC. FINRA.org and SIPC.ORG.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The annual Pennies from Heaven event was a wonderful celebration this past Saturday! Joining us were Linnea & Rick Lerou...
10/09/2026

The annual Pennies from Heaven event was a wonderful celebration this past Saturday! Joining us were Linnea & Rick Leroux, Cari Pace-Koch, Greg & Kelly Call, and Donna & Bill Dilena.
The gala raised over $750,000 for St. Vincent de Paul Society of Marin County's "vital programs and services in Marin that feed the hungry, house the homeless, and keep our precariously housed neighbors from falling into homelessness." It was a magical evening ✨

Markets have always had ups and downs, but there are times when the headlines point more to downs while stocks deliver m...
10/08/2026

Markets have always had ups and downs, but there are times when the headlines point more to downs while stocks deliver more ups. This seems to be one of those times as stocks maintain strong 2026 returns – the Nasdaq just set a fresh...

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury ...
10/05/2026

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index edged down 0.27 percent, while the Nasdaq Composite Index rose...

Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, decl...
09/28/2026

Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, declining bond yields, and ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.22...

Stocks ended last week mixed as investors navigated the Fed’s rate decision, Treasury yields, oil prices, and the volati...
09/21/2026

Stocks ended last week mixed as investors navigated the Fed’s rate decision, Treasury yields, oil prices, and the volatile AI trade. The Standard & Poor’s 500 Index declined 0.09 percent, while the Nasdaq Composite Index rose 0.72...

Stocks fell over a shortened trading week as higher oil prices rattled investors. The Standard & Poor’s 500 Index declin...
09/15/2026

Stocks fell over a shortened trading week as higher oil prices rattled investors. The Standard & Poor’s 500 Index declined 0.80 percent, while the Nasdaq Composite Index edged down 0.66 percent. The Dow Jones Industrial Average fell 1...

Stocks were mixed last week as markets continued to navigate geopolitical concerns and new signals about short-term inte...
09/08/2026

Stocks were mixed last week as markets continued to navigate geopolitical concerns and new signals about short-term interest rates. The Standard & Poor’s 500 Index edged up 0.09 percent, while the Nasdaq Composite Index rose 0.40...

The first Labor Day was celebrated over 100 years ago, created by the labor movement as a day to honor the achievements ...
09/04/2026

The first Labor Day was celebrated over 100 years ago, created by the labor movement as a day to honor the achievements and contributions (both social and economic) of American workers.

Our office will be closed on Monday, September 7th in observance of the holiday. We wish you and your family a safe and happy Labor Day weekend!

As summer winds down and September begins, investors are navigating a market shaped by strong corporate profits, debates...
09/03/2026

As summer winds down and September begins, investors are navigating a market shaped by strong corporate profits, debates about the promise of artificial intelligence (AI), evolving monetary policy expectations, and ongoing...

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sent...
09/01/2026

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...

Address

2 Ranch Drive
Novato, CA
94945

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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