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OUR TEAM

THE HIGHEST LEVELS OF EDUCATION AND PROFESSIONAL ACCREDITATIONS, WITH UNPARALLELED INTEGRITY AND ETHICAL STANDARDS

Why OakGrowth Wealth Management?

Comprehensive Financial Advice – The Purpose of Financial Planning

Portfolio performance is only one piece of the wealth puzzle, because the decisions you make on social security, your mortgage, your insurance, your taxes, etc. have just as large of an impact on your wealth as your investment decisions. The purpose of financial planning is to make sure you have all your finances integrated and organized so you make prudent decisions throughout the course of your life.

Fee-Only, And Not Fee-Based

It’s easy to confuse the two terms, but a quick way to remember the difference is fee-only is where fees to the firm ends, and fee-based is where those fees start. As a fee-only firm, the only fees you’ll be charged are advisory fees and nothing else. And as a fiduciary, we have a legal obligation to provide advice in your best interest.

However, at a fee-based firm you may be charged an advisory fee on your money, and also pay hidden commissions to them on products they sell.

Highly Qualified Professionals

At OakGrowth Wealth Management, you will have the support of a CERTIFIED FINANCIAL PLANNER™ for your financial planning. 

The CFP® Certification Examination is designed to assess advisors/planners’ ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. CERTIFIED FINANCIAL PLANNERS™ must go through extensive training and are tested on 8 general financial planning areas, including:

  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning
  • Risk Management and Insurance Planning
  • Education Planning
  • General Planning Principles
  • Professional Conduct and Regulation

Once certified, they’re held to high ethical standards. And because they understand the complexities of an ever-changing financial landscape, they’ll make financial planning recommendations that are in your best interest.

Performance That Matters

If you’ve ever wondered “Why use a financial advisor?” the people with the Dalbar Study have done the research for you. According to the Study, investors underperformed the market by more than 3% annually. What’s most interesting is that it wasn’t due to investment selection, the study reveals the number one cause of underperformance is investor behavior.

Working with a Fair Oaks Wealth Management Advisor who knows you and understands your goals, means that they will create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Individual commitment to a group effort–
that is what makes a team work, a company work, a society work, a civilization work." 

–Vince Lombardi


David Hindi, CFP®

Founder and CEO

David Hindi, CFP® is the founder and CEO of OakGrowth Wealth Management LLC. His emphasis is in investment management and overall wealth management strategies with affluent individuals and corporations. David’s focus is on personally-crafted portfolios that keep clients on track to meet both their short-term and long-term goals. He assists in managing the many complexities of your busy financial life including risk management, investment, retirement, tax and estate planning.

David received his Bachelor’s degree in Business Administration with an emphasis in Finance and Marketing from the University of Southern California. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. in 2005. David has been in the securities and insurance industry since 1997.