Broker Check
Oakstone Wealth Management

 
Oakstone Wealth Management
1500 Quail Street, Suite 470
Newport Beach, California 92660
Phone: (949) 387-5211
Fax: (949) 387-5224

 

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 Planner

(949) 387-5211

(949) 387-5224

Mr. Edwards prides himself on devoting his time and energy not to product quotas and sales goals, but to understanding his clients’ individual financial goals and objectives (continues ...)

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Lawrence Hoey

LPL Financial Planner

(949) 387-5211

(949) 387-5224

One of Lawrence’s greatest strengths is his ability to simplify the complex issues facing investors (continues ...)

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Joe Colosimo, AIF

LPL Financial Advisor

(909) 606-0300

(949) 387-5224

Joe enjoys bringing financial education to families and business owners and making a difference in their lives (continues ...)

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Karen Macias

LPL Financial Consultant

(949) 387-5211

(949) 387-5224

Karen Macias was born and raised in Southern California and graduated from Mount San Antonio College. She spent her first years out of college working as a Travel Agent in Pasadena, where she perfected the skill of serving individuals...

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Anthony Macias

LPL Insurance Consultant

(949) 387-5211

(949) 387-5224

CA Insurance Lic. #0C84442Anthony Macias was born and raised in Southern California. Anthony started in the Financial Services industry with his wife Karen in 1999 and currently handles various lines of Insurances for their business....

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Geeta Radia

LPL Investment Consultant

949-387-5211

949-387-5224

Geeta Radia has been in the financial services field since 1999. Prior to that, she held executive positions in commercial Real Estate and Property Management for 14 years in Southern California. One of Geeta’s greatest strengths is...

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Daisy Huber

Insurance Consultant

949-387-5211

949-387-5224

Daisy is an LPL Insurance Consultant and part of a dedicated team at Oakstone Wealth Management who is passionate about guiding individuals, families, professionals and business owners in pursuing their vision of financial success....

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