• Stella Oak Financial and Insurance Services


    Financial & Investment Services

    About Us

    Stella Oak is a boutique financial planning firm delivering sophisticated wealth accumulation and preservation solutions tailored to LGBTQA+ individuals, couples, families and businesses.


    Associate Financial Representative
    Category: Financial Services
    GENERAL RESPONSIBILITIESThe Associate Financial Representative specializes in client service to ensure the maintenance of an efficient, organized office, supports the financial advisors / wealth management advisors, and handles marketing initiatives for the firm. Specific responsibilities may include but are not be limited to:  ADMINISTRATIVE / OPERATIONSServe as first point of contact for ...read more
    Contact: Laura Landergott
    Phone:(213) 243-4995

    Rep/Contact Info