Oakhills Financial Services
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Recommended Partners

Recommended partners

These are the official partners of Oakhills Financial that we can recommend with trust and confidence that they will always do what's best for the client. If you are of need of a service or just have some general questions, please contact us to be connected.

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LUKE GALARDO
Sr. Reverse Mortgage Specialists

Luke Galardo has 18 years of experience in the reverse mortgage industry, funding a variety of them for over 10,000 clients. He has been a leader and a senior advisor in the reverse mortgage industry since 2005. He has used the reverse mortgage as a way to fund long-term care for the elderly, home improvements and repairs, and paying off debt, among other things. Luke has traditionally worked side by side with financial advisors to implement the reverse mortgage as a viable tool for retirement planning, such as creating a retirement portfolio, reducing the risk of portfolio exhaustion, and increasing withdrawal rates through a coordinated financial strategy. 
Let Luke know that Oakhills Financial recommended his services.
Mortgage Originator License #1575370 / DRE #02097149

Contact Us
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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