Skyoak
SkyOak is a team of independent fiduciary financial advisors serving the Las Vegas, San Francisco Bay Area, Scottsdale, AZ, and the Pacific Northwest. We are CFPs (Certified Financial Planner), MBAs (Masters of Business Administration), and Fiduciaries. Further, SkyOak is an RIA (Registered Investment Advisor). Being independent also allows us to find an investment that is best for the client.
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Verified contacts
8
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
66
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JS
Jason Stuhmer
Director of Corporate Services · Operations
EmailPhone - DR
Damien Rennie
Financial Planning Advisor · Finance & Accounting
EmailPhone - BB
Beth Boyd
Chief Operating & Compliance Officer · General Business & Management
EmailPhone - JD
Jennifer Davis
General Partner & Co Manager · Other
EmailPhone - DR
Damien Rennie
Financial Planning Advisor · Finance & Accounting
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Skyoak
7 distinct titles indexed · top 7 shown.
- 2financial planning advisor
- 1chief operating & compliance officer
- 1director of corporate services
- 1executive assistant office manager
- 1financial advisor
- 1general partner & co manager
- 1investments
Sign up to unlock all 8 contacts at Skyoak
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Skyoak
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