Broker Check

Meet Our Team

Oakstone Wealth Management is a relationship-based financial team that provides quality guidance, effective implementation, and superior service to our individual and corporate clients. Our wealth management advisors have a defined process that helps our clients grow their assets in a suitable manner while managing their risk.  We pride ourselves on building long-term relationships with a standard of care founded on mutual trust and respect.

 

Steven Edwards

LPL Branch Manager & Financial Advisor

(949) 387-5211

(949) 387-5224

steven.edwards@lpl.com

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Geeta Radia

LPL Investment Consultant

626-536-8748

949-387-5224

geeta.radia@lpl.com

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