Red Oak Capital Management
Our goal at Red Oak Capital is to grow and protect the wealth of individuals that are still working in the professional world or for those who have retired and wish to preserve their wealth for future generations. We strive to create a solid financial platform that will have the ability to tolerate market volatility with the strength to grow our clients’ assets and sustain wealth through life changes as well as economic changes. With over a decade of experience in the Financial Services industry, we have developed a strong belief in forming deep roots with clients, focusing on growth and long term protection of their assets over multiple generations.
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
11 to 50
headcount range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 2 verified contacts at Red Oak Capital Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- JW
James Whipkey
Managing Director · General Business & Management
EmailPhone - FF
Frank Fanelli
Financial Advisor · Finance & Accounting
EmailPhone
Showing 2 of 2 verified contacts
Top roles at Red Oak Capital Management
2 distinct titles indexed · top 2 shown.
- 1financial advisor
- 1managing director
Sign up to unlock all 2 contacts at Red Oak Capital Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Red Oak Capital Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.