5095 Murphy Canyon Road, Suite 200, San Diego, CA, 92123
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Doak is a 50% owner and financial advisor at Rockbridge Financial Partners, offering financial planning and wealth management services. He also owns an expense reduction service for businesses, is Director/CEO of True Concepts Financial and Insurance Services, Inc., manages rental property, and is a member of NAIFA. He dedicates nearly full-time hours to Rockbridge Financial Partners, a few hours per week to the expense reduction service, minimal time to True Concepts, and minimal time to the rental property.