Oakhills Financial Services
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Welcome to​

Oakhills Financial Services

We are A proud member of the smartvestor pro team
endorsed and created by dave ramsey

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Dave Ramsey started on one station in Nashville back in 1992, sharing practical answers for life's tough money questions. Today Dave is known for his financial literacy programs that have helped thousands of families nationwide. The Smartvestor Pro program was created by Dave to help all his listeners identify Financial advisors that were endorsed by Dave and his team.  
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Leonard Hernandez, the acting manager and CEO of OAKHILLS FINANCIAL SERVICES, is honored to be endorsed, and a proud member of  the SMARTVESTOR PRO TEAM by Dave Ramsey. 

proud sponsor and endorsed by myrecruits.org

MyRecruits is a nationwide recruiting service headed by Coach Lou Perrone out of the state of Arizona. With over 18 years of coaching experience, Coach Perrone brings a passion and personalization to the student athlete like no other. He works together with athletes every step throughout the recruiting process and focuses on personal attention, maximizing athletic exposure and sets realistic  goals for a long life success plan. Coach Perrone helps hundreds af student-athletes every year attend college through football or academic scholarships. MyRecruits also helps parents by providing them with the ability to reach out to us, OAKHILLS FINANCIAL SERVICES, to be able to help them prepare financially for the college road ahead. We are a proud sponsor of MyRecruits and proud to be able to help generations of the next student athletes.  

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.
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PERSONAL SOLUTIONS

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INSURANCE & PROTECTION
Learn more about how to protect yourself and your loved ones.
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FINANCIAL PLANNING
Our advisors will create the best financial roadmap for your future.
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RETIREMENT PLANNING
Protect your future. Our advisors will create the best financial plan for you.
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ESTATE PLANNING & LIVING TRUST
Protect your assets and your family's future. You worked for them.
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BUSINESS SOLUTIONS

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INSURANCE & PROTECTION
Protect you and your business from unwanted events.
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PAYROLL SERVICES 
Let us save you on payroll fees so you can put back into your business.
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EMPLOYEE BENEFITS 
Provide the best care for your employees and their loved ones.
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401K & RETIREMENT PLANNING 
Learn about the different types of retirement plans.
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ADDITIONAL

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GET-A-QUOTE
Click here for a no-obligation fact finding quote.
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JOIN THE TEAM
​Looking for a fun, non-stressful agency?
​Here we are!
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MEDICARE BENEFITS
Let us help you get started in protecting you.
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MYRECRUITS
Potential college athletes and parents. Click here.
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Oakhills Financial Services

4590 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
  • Home
    • The Process
  • The Team
    • Additional Teammates
    • Recommended Partners
  • Personal
    • SMARTVESTOR PRO
    • Personal and Family Solutions
    • Life Insurance
    • Financial Planning
    • Retirement Planning
    • Estate Planning/Living Trust
  • Business
    • Insurance and Protection
    • Payroll
    • 401K and Retirements
    • Employee Benefits
    • Business Solutions
  • Carriers
  • Contact Us
    • Get a Quote
  • Join
  • Specialties
    • Capital Maximization
    • Legacy & Wealth Transfer
    • REAL ESTATE
    • Financial Literacy 101