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Oak Summit Wealth ManagementFinancial advisor in National City, CA

Oak Summit Wealth Management is a financial advisor in National City, CA, ranked #47 of 259 financial advisors in National City and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

National City, CAUpdated 0 paid placements in any rankingHow we rank

Call (619) 923-3584Website ↗

Key facts

Key facts about Oak Summit Wealth Management
Phone(619) 923-3584
Websiteoaksummit.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves National City and 11 towns within 25 miles: La Mesa, Mira Mesa, Lemon Grove, Santee, San Diego, Spring Valley, El Cajon, Casa de Oro-Mount Helix, Rancho Penasquitos, La Jolla and Bostonia.

Based in National City, CAView on map

Opening hours

Opening hours for Oak Summit Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oak Summit Wealth Management

How is Oak Summit Wealth Management ranked in National City?

Oak Summit Wealth Management is ranked #47 of 259 financial advisors in National City by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Oak Summit Wealth Management’s hours?

Oak Summit Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oak Summit Wealth Management serve?

Serves National City and 11 towns within 25 miles: La Mesa, Mira Mesa, Lemon Grove, Santee, San Diego, Spring Valley, El Cajon, Casa de Oro-Mount Helix, Rancho Penasquitos, La Jolla and Bostonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Oak Summit Wealth Management?

Oak Summit Wealth Management has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Oak Summit Wealth Management?

Call Oak Summit Wealth Management on (619) 923-3584. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Oak Summit Wealth Management compared with nearby businesses
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Oak Summit Wealth Management (this business)—665.0 (3)NoNo
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