Oakmont Financial Group

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6580 Oakmont Dr Ste B
Santa Rosa, CA 95409

Oakmont Financial Group is a financial services firm based in Santa Rosa, CA, specializing in personalized wealth management solutions for individuals and families.

With a focus on long-term financial planning and investment strategies, Oakmont Financial Group aims to help clients achieve their financial goals and secure their financial future.

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Reviews

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5.01 reviews
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Simon S.
12/3/2025

100% Trustworthy and Life-Changing Results Scott and Michele (the fantastic team behind Oakmont) came highly recommended by a friend, and they've exceeded every expectation. I was overwhelmed by...

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