Oakhurst Financial is a fee-only financial planning, investment management, and tax firm in Los Altos, California.
As Financial Planners, we offer an integrated, comprehensive approach to investments, retirement planning, tax planning, and tax preparation. We analyze the tax implications of your investment strategies to optimize what really matters to you: what you keep after taxes. And we don't just prepare tax returns in isolation, but instead help you plan your financial strategies throughout the following year.
Our fee-only approach means that we accept no commissions for selling any products, nor do we benefit from recommending any particular course of action. We look out for what is right for you.
We are proud of our straightforward values and commitment to our clients' interests. We are (and have always been) fiduciaries. No matter what your financial question or issue, we can solve it, or help you with a referral to someone that can.
Our planning and investment advice is offered hourly, by the project, or for an annual retainer. You get to choose what fits you. We also provide investment management for clients that prefer that approach. Tax preparation is done for a very competitive fee, determined by the complexity of your return.
Jerry Lopatin, CFP, EA - Principal
Jerry owned his first shares of stock when he was 13, and has been investing in the financial markets ever since. He is very familiar with investments in stocks, bonds, options, ETF's, real estate, and other financial products.
He had a distinguished career in high tech, rising to the senior executive (senior VP, executive VP) level at well known publicly traded companies such as NetApp and Quantum. He managed budgets exceeding $100 million, and established and grew major lines of business to tens of millions of dollars in annual sales..
Wanting to do more to help people directly, Jerry retired from tech and became a Financial Planner. He is passionate about helping people find the resources they need to meet their financial challenges, at a cost they can afford.
Jerry holds a BA and a BS, with Distinction, from Stanford University, and a Certificate with Honors in Financial Planning from UC Santa Cruz extension.
He is a Certified Financial Planner®, and an Enrolled Agent, admitted to unlimited practice before the IRS. He holds a Series 65 Investment Adviser license.
He is married with 2 grown children, and lives with his wife in Los Altos.
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Oakhurst Financial is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.