Onesta Wealth Management, LLC

Specialties

Onesta Wealth Management, LLC is a registered investment adviser operating here in California. We have the ability to work in every state in the country with proper registration.

We specialize in working with select individuals and families who are initially looking for feedback or guidance otherwise known as a second opinion. Look for our special offers here on Yelp.

We acknowledge our clients (fans) for what they have accomplished and provide a safe environment that allows everyone to be open and vulnerable.

We believe firmly that without our Five Key Element process — people have unexposed risks in their lives.

We look forward to meeting with you soon

History

Established in 2012.

Our principal, Richard «Rick» Loek has been an Investment Advisor Representative since 2007. During this time Rick has created working relationships with his clients. In 2012 Rick founded Onesta Wealth Management. In creating our own Registered Investment Advisor firm we are able to be 100% independent. We continually evaluate money management programs and adapt as needed for our clients (fans).

Meet the Business Owner

Richard L.

Business Owner

Rick is responsible for setting the culture and climate for our clients. With a solid vision of how to support clients and provide much needed reinforcement Rick guides our clients toward financial freedom and peace of mind.

Rick is what he calls «A recovering software engineer». Rick never fit the stereotypical definition of a software engineer. Always leading the way, supporting and mentoring other engineers Rick had a habit of standing out at every company he worked at.

Rick brings his complex problem solving skills to financial planning — often creating tools to model the products and he reviews to confirm how exactly they work.

Knowing that fear keeps people away or limits how they manage their own money — Rick has been able to create communication and safety that works. By this people finally feel safe and able to communicate their concerns.

If you can’t talk openly with your advisor — how does that actually work?