1 Oak Advisory
1 Oak Advisory is a whole loan investment firm located in Newport Beach, CA. We source, underwrite, acquire and manage whole loans on behalf of our investors. Our focus is performing and non-performing whole loan mortgages throughout the country, as well as, Real Estate Owned (REO) in state specific regions. 1 Oak Advisory is proud to announce it's newest subsidiary, 1 Oak Training. We educate investors of all sizes on how-to source, underwrite, manage and execute on their whole loan investments. For more information visit
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Michael Soliz
President · General Business & Management
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Kathleen Kramer
Accounting Controller · Finance & Accounting
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