For over thirty years, our practice has grown from a single financial planner, to a large family practice with seven planners and a staff of seven. We offer quality investment and insurance products and services from our local office in Irvine, California. Registered associates of Oakwood Wealth Partners are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Oakwood Wealth Partners is not an affiliate of Lincoln Financial Advisors. CRN-3745631-090221. Registered to sell securities in the following states: CA, AL, AZ, CO, DE, FL, GA, HI, ID, IN, KS, LA, MA, MT, NC, NH, NM, NV, OK, OR, SC, SD, TN, TX, UT, VA and WA