Aileen Lau Danley, CFP®

Financial Planner | Investment Advisor at Oak Street Advisory Group
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Contact Information
us****@****om
(386) 825-5501
Location
Huntington Beach, California, United States, US

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    CFP® Board

Experience

  • Oak Street Advisory Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner | Investment Advisor
      • Apr 2018 - Present

      Oak Street Advisory Group is a boutique, fee-only Registered Investment Advisory firm specializing in Investment Management and Financial Planning. We focus on maintaining individual relationships, and are committed to our fiduciary responsibility of offering objective advice. Oak Street Advisory Group is a boutique, fee-only Registered Investment Advisory firm specializing in Investment Management and Financial Planning. We focus on maintaining individual relationships, and are committed to our fiduciary responsibility of offering objective advice.

Education

  • University of California, Los Angeles
    BS, Computer Engineering
    1982 - 1987
  • Pepperdine University
    MBA, Business
    1990 - 1992
  • University of California, Irvine
    Certificate, Personal Financial Planning
    2005 - 2008

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