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Valley Oak Wealth ManagementFinancial advisor in Novato, CA

Valley Oak Wealth Management is a financial advisor at 2 Ranch Dr, Novato, CA 94945, ranked #3 of 214 financial advisors in Novato and rated 5.0 from 22 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.

Novato, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 898-4439Website ↗

Key facts

Key facts about Valley Oak Wealth Management
Address2 Ranch Dr, Novato, CA 94945Get directions
Phone(415) 898-4439
Websitevalleyoakwealthmanagement.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 22 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Novato and 11 towns within 25 miles: Petaluma, San Anselmo, San Rafael, Larkspur, Sonoma, Mill Valley, San Pablo, Tamalpais-Homestead Valley, Pinole, Hercules and Vallejo.

Based in Novato, CAView on map

Opening hours

Opening hours for Valley Oak Wealth Management
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Valley Oak Wealth Management

How is Valley Oak Wealth Management ranked in Novato?

Valley Oak Wealth Management is ranked #3 of 214 financial advisors in Novato by RFA Score, with 67 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 Valley Oak Wealth Management’s hours?

Valley Oak Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 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 Valley Oak Wealth Management serve?

Serves Novato and 11 towns within 25 miles: Petaluma, San Anselmo, San Rafael, Larkspur, Sonoma, Mill Valley, San Pablo, Tamalpais-Homestead Valley, Pinole, Hercules and Vallejo. 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 Valley Oak Wealth Management?

Valley Oak Wealth Management has a rating of 5.0 from 22 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 Valley Oak Wealth Management?

Call Valley Oak Wealth Management on (415) 898-4439. The business is at 2 Ranch Dr, Novato, CA 94945. 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

Valley Oak Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Valley Oak Wealth Management (this business)—675.0 (22)NoNo
Community First Credit Union#1714.9 (76)NoNo1.1 mi
Fiduciary Financial Group#2685.0 (54)NoNo9.9 mi
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