OAKHILLS FINANCIAL SERVICES is staffed with advisors, registered representatives, consultants and licensed agents that help individuals and families establish, manage, and preserve wealth by developing and implementing wealth management strategies
tailored to their own unique needs. We place a deep emphasis on relationship building and are committed to providing the highest level of service to all our clients. |
Proud member of the Dave Ramsey's Smartvestor Pro Team.
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Leonard dean Hernandez jr president / founderLeonard Hernandez is the President and Founder of Oakhills Financial Services with over 20 years of experience in the financial industry, investments, business consulting and real estate development. As a securities licensed registered representative, he comes with 15 years of experience as a senior advisor with Transamerica Financial Advisors, Inc. and currently with 6 years with Capital Synergy Partners in Irvine. Leonard provides financial planning services to executives, professional athletes, and closely held business owners. These services include fee-based financial planning, risk management, wealth accumulation and distribution strategies. Leonard has expertise in the following outlay of products and services to include, but not limited to:
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brandon tafurt
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ARACELLY SANTANA
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gabriela rios
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Oakhills Financial Services4590 MacArthur Blvd, Ste. #500
Newport Beach Ca 92606 P: (562) 665-1247 F: (562) 309-8183 [email protected] Registered Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 2860 Michelle Drive, Suite 150, Irvine, CA 92606. Phone: (888) 277-1974 Oakhills Financial Services and Capital Synergy Partners are Unaffiliated Entities |