1.oak Financial Information
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1.oak Financial
Summary
The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 23. To connect with 1.oak Financial employee register on SignalHire.
Organization Website | 1oakfinancial.com |
Phone Number | 757-909-7151 |
Industries | |
Headquarters Location | Norfolk, Virginia, US |
Employees Size | 10-50 employees |
Specialties | Financial Planning, Retirement Planning, Federal Benefits Consulting, Certified Fiduciary, Risk Planning, Tax Planning, Legacy Planning, Long-Term Care Planning, Investment Planning, Market Downturns, Portfolio Diversification, Federal Retirement Consulting, Finance Education, Estate Planning, Succession Planning, Business Launch Consulting, Public Speaking, Money Tips, Financial Literacy, Certified Financial Fiduciary, Certified Financial Planning |
Employees Turnover 4 quarter 2025
Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at 1.oak Financial shows a diverse range of experience levels:
17% have been with the company for less than 1 year67% for 1–2 years17% for 3–4 yearsDiscover More
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1.oak Financial
Katie Owen
Executive Assistant / Impact Coordinator
Stephany Flores
Marketing Assistant
R Scotty Liberatore
Legacy Specialist
Mike Milligan
Founder
Tiffany Saunders
Director of Growth
Qwayshawn Adams
Marketing and Brand Manager
Lizette Blumes Mundey
Senior Client Services Manager
Josef Mehall
Wealth Advisor
January Liddell
Senior Retirement Specialist
Eric Picard
Financial Specialist
Kaitlan Costner
Chief Operating Officer
Casey Hartman
Project Assistant
Kelsey Vollmer
Senior Relationship Manager
Natalia Torres
Operations Assistant
Vince Anthony Parker
Marketing Assistant
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FAQ
1.oak Financial operates in the Finance industries. More details can be found on the official website: 1oakfinancial.com.
The headquarters of 1.oak Financial are located in Norfolk, United States.
You can contact 1.oak Financial by phone at 757-909-7151.
1.oak Financial currently employs 10-50 people.
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