We are A proud member of the smartvestor pro team
endorsed and created by dave ramsey
Dave Ramsey
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Dave Ramsey is an eight-time national bestselling author, personal finance expert, and host of The Ramsey Show, heard by 23 million listeners every week. He has appeared on Good Morning America, CBS This Morning, Today, Fox News, CNN, Fox Business, and many more. Since 1992, Dave has helped people take control of their money, build wealth, and enhance their lives. He also serves as the CEO of Ramsey Solutions.
After battling his way out of bankruptcy and millions of dollars of debt, Dave set out to change the toxic money culture for good. Once he got started, it wasn’t long before the crusade became a lot bigger—and better—than what Dave could do alone. He’s built a team of America’s top experts on money, business and life who are passionate about sharing Ramsey’s message of HOPE to everyone in every walk of life. The Smartvestor program has been running for over 20+ years and counting. |
Leonard Hernandez
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Leonard Hernandez is honored to be a certified SMARTVESTOR PRO and a proud member of the Dave Ramsey network. He has been a Fiduciary Securities-Licensed Advisor for the last 22 years and a Real Estate Investor for over 25 years. He is currently the Founder and President of Oakhills Financial Services, located in Newport Beach, California. In order to offer the best products and services, he has partnered with several large reputable financial firms in order to maximize positive results for all his clients.
His expertise includes the building of financial plans, portfolio design and management, tax-efficient retirement planning strategies, insurance and real estate investing to name a few. Leonard promises to always have a "Heart of a Teacher" and makes it his #1 priority to teach financial literacy no matter what financial background the client may have. In his spare time, he enjoys assisting local high school athletes in the recruitment process and helping them to receive football scholarships to colleges and universities throughout the nation. SCHEDULE AN APPOINTMENT NOW: calendly.com/leonard22 |
what makes a smartvestor pro?
The SmartVestor program is made up of trusted financial advisors and other investing pros from across the nation. A Smartvestor Pro goes through several carefully screened interviews and background checks before they are finally chosen to represent Dave and his mission. Dave's process will typically go through on an average of 1200 advisors before one is chosen. That means your Smartvestor Pro has been carefully selected and chosen to best represent you.
What does this mean when you work with a smartvestor pro?
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CODE OF CONDUCT
Smartvestor Pro's follow and abide to the Dave Ramsey Code of Conduct at all times. |
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HEART OF A TEACHER
A Smartvestor is here to serve you with excellence. They will teach and guide you but will never intimidate you.
A Smartvestor is here to serve you with excellence. They will teach and guide you but will never intimidate you.
WE DO WHAT'S BEST FOR YOU
As a Smartvestor, we will always do what is best for you. Everyone is different. But the mission stays the same.
As a Smartvestor, we will always do what is best for you. Everyone is different. But the mission stays the same.
Our Mission
OAKHILLS FINANCIAL SERVICES is committed in providing its clients the power of choice using a broad array of
investments, products, programs and services offered by providers that are specifically chosen by our firm. By aligning ourselves with some of the top most reputable companies in the financial industry, we strongly feel that the decisions we make together today, will provide the best results for the solutions of your tomorrow.
investments, products, programs and services offered by providers that are specifically chosen by our firm. By aligning ourselves with some of the top most reputable companies in the financial industry, we strongly feel that the decisions we make together today, will provide the best results for the solutions of your tomorrow.
PERSONAL SOLUTIONS
BUSINESS SOLUTIONS
ADDITIONAL
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Oakhills Financial Services4590 MacArthur Blvd, Ste. #500
Newport Beach Ca 92606 P: (562) 665-1247 F: (562) 309-8183 [email protected] Registered Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 2860 Michelle Drive, Suite 150, Irvine, CA 92606. Phone: (888) 277-1974 Oakhills Financial Services and Capital Synergy Partners are Unaffiliated Entities |
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