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

 
Geeta Radia

Geeta Radia

LPL Investment Consultant

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 her ability to develop and maintain close relationships with her clients, with a primary focus on understanding her clients’ needs and objectives for protection, wealth management and retirement planning.  She is passionate about helping and advising individuals, families and entrepreneurs to better position themselves for long term financial independence.

Geeta was born in East Africa, raised in London, England, and moved to Glendora, California in 1986.  She has been married for 36 years to her husband, Pankaj, and enjoys spending time with their two children, Sharina and Neal.  They also love to travel abroad and go boating, especially trips to Lake Havasu and Catalina with family and friends.