Who We Are
VaMa Oak Wealth
VaMa Oak Wealth
At our firm, we are committed to meeting clients exactly where they are in life. Whether you’re navigating the transition to retirement, building long-term wealth, or simply looking to gain clarity in your financial life, we combine modern, user-friendly technology with deeply personalized advice to help guide your path forward.
We’ve partnered with individuals from all walks of life. What unites all our client relationships is the desire for clear, concise guidance that speaks directly to their goals, values, and circumstances.
As CERTIFIED FINANCIAL PLANNER™ professionals, we bring a fiduciary mindset and rigorous standard of care to every client interaction. We proudly custody assets with Charles Schwab—one of the nation’s largest and most trusted financial institutions—offering our clients peace of mind through Schwab’s strong commitment to safety, stability, and service excellence.
We believe financial planning should be as approachable as it is strategic—and we’re here to help you move forward with confidence.
Both Pennsylvania natives, Rick and Mario met and shared the early years of their career together at a large wealth management company. Over the years that followed, the seeds of VaMa Oak Wealth were planted.
As a CERTIFIED FINANCIAL PLANNER™, we frequently gathered to discuss the best practices for client-advisor relationships. Through these discussions, it became apparent that we could serve our clients in a way that was more relatable to the world we live in today.
Therefore, VaMa Oak Wealth blossomed
Both Pennsylvania natives, Rick and Mario met and shared the early years of their career together at a large wealth management company. Over the years that followed, the seeds of VaMa Oak Wealth were planted.
As a CERTIFIED FINANCIAL PLANNER™, we frequently gathered to discuss the best practices for client-advisor relationships. Through these discussions, it became apparent that we could serve our clients in a way that was more relatable to the world we live in today.
Therefore, VaMa Oak Wealth blossomed