Oakhills Financial Services
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    • Capital Maximization
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    • Financial Literacy 101

About Oakhills Financial Services

​OAKHILLS FINANCIAL SERVICES is staffed with advisors, registered representatives, consultants and licensed agents that help individuals and families establish, manage, and preserve wealth by developing and implementing wealth management strategies
tailored to their own unique needs. We place a deep emphasis on relationship building and are committed to providing the highest level of service to all our clients. 

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meet the dedicated team


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University of the Pacific 91'
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Proud member of the Dave Ramsey's Smartvestor Pro Team.

Leonard dean Hernandez jr president / founder

Leonard Hernandez is the President and Founder of Oakhills Financial Services with over 20 years of experience in the financial industry, investments, business consulting and real estate development. As a securities licensed registered representative, he comes with 15 years of experience as a senior advisor with Transamerica Financial Advisors, Inc. and currently with 6 years with Capital Synergy Partners in Irvine. Leonard provides financial planning services to executives, professional athletes, and closely held business owners. These services include fee-based financial planning, risk management, wealth accumulation and distribution strategies. Leonard has expertise in the following outlay of products and services to include, but not limited to:
  • Personal Financial Solutions: Asset accumulation and Preservation
  • Asset allocation strategies
  • Investments and mutual funds
  • Premium Financing
  • Business Solutions, Tax strategies and Executive compensation plans
  •  Real Estate investments
  • Financial planning and portfolio management

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Long Beach State 00'

brandon tafurt
​vp of business development

Brandon Tafurt currently is the operations sales-manager promoting  business/commercial insurance and payroll services. Prior business ventures included a managerial position running a Broker Development division for a Private equity firm in which he built a database of over 3000 brokers in a twelve month period of time. He also introduced financial advisors to the private equity world with opportunities to build their business in the independent-broker arena. His experience also includes working with a start-up company that protects business trademarks and copyrights from illegal online infringements. He helped the same company grow sales by 100% and built the foundation it needed to still exist after 4 years to this day. He earned a Bachelor of Science Degree, with emphasis in marketing from California State University, Long Beach.

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Life Agent Specialist 03'

ARACELLY SANTANA
LIFE AGENT SPECIALIST

Aracelly Santana is currently the lead representative in agent services and customer relations. She has been a licensed life agent rep since 2003 and is also a California Realtor. She worked at World Financial Group for approximately 3 years and served as a AAA life agent from 2007 to 2018. Her service performance is excellent and she is always cordial and punctual. She serves as one of our leading members of the firm. Se habla espanol.

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Director of Medicare Benefits and Planning

gabriela rios
​director of medicare benefits and planning

Gabriela Rios serves as our Director of Medicare Benefits and Financial Planning. She is a bilingual Spanish speaker licensed agent in Medicare Health Insurance and Life Financial Planning. Gabriela provides her clients with the highest satisfaction of enrollment and care moving forward by combining her eight years of experience in the medical health care field along with her four years of concierge services. She attended Southern California Regional Occupational Center where she graduated with her certification in medical assisting. Her eight years of health care experience include working in an internal medicine office for Little Company of Mary to furthering her knowledge of Medicare at the Medicare Advantage Plan SCAN for four years. Throughout her time at SCAN, she was part of a pilot team that closed the gap between insurance companies and medical offices to ensure senior members are advocated for and secured members access to care. Her work also includes providing financial planning and concierge services for her senior members, as well serving clients of all spectrums of age, profession and needs. These services are to include retirement planning, life insurance, annuities and financial education. 
[email protected]
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​OAKHILLS FINANCIAL SERVICES has a long legacy of providing premier financial solutions to each individuals specific needs. Our dedicated team of specialists have extreme knowledge about their respective disciplines and provide the highest level of service and support throughout the wealth planning process.

Want to know more?

Schedule Now
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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
    • 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