Oakmont Financial Group

Oakmont Group is a Wealth Transfer and Enterprise Security Planning firm in Westmont, CA, located at 6580 Oakmont Dr # B. It holds a rating of 4.9 based on 28 reviews. The firm specializes in the unique design of personalized life insurance solutions that integrate with existing and proposed planning techniques. Oakmont Group is not a consulting firm or a vendor providing products; it is a fact-specific planning firm dedicated to helping high net-worth families and businesses solve real challenges and capture real opportunities.

The firm helps individuals, families, and business owners maintain control in the creation, protection, and distribution of their financial legacies through creative estate structures and custom-designed life insurance strategies. Oakmont Group utilizes a four-step pathway process designed to provide planning, independent access to best-in-class markets, implementation, and ongoing management. This method aims to overcome unique challenges preventing families and businesses from reaching their goals, such as protecting businesses from unintended consequences of succession plans, managing transfer taxes on non-liquid stock, and creating enduring family wealth for generations to come.

A central part of their process is achieving planning alignment among all client advisors to prevent the disconnects often caused by siloed planning. The firm emphasizes understanding a client's goals beyond a balance sheet, using listening skills and a review of client fact patterns to uncover potential disconnects between current documents and desired outcomes. Once a program is implemented, the team performs regular reviews and ongoing monitoring to allow for necessary adjustments.

The sophisticated team possesses over 150 years of collective experience. Matt Davis serves as Founder & Chairman, and Randy Rother is Founder & Chief Executive Officer. Jacob Davis is Partner & President, Matthew Rother is Partner & Vice President of Sales and Operations, and Bryan Krupin is Partner. Ross Ferrin is a Senior Advisor. Paul Shockley is also a Senior Advisor. Lynda Coit serves as Chief of Staff & Director of Underwriting. Erica Gentry, Heather Kaye, and Misty Smith are Executive Assistants. The firm utilizes this expertise to design personalized life insurance solutions that integrate with existing planning techniques. Oakmont Group assists successful families and businesses in Westmont, CA, with sophisticated wealth preservation and growth strategies.

Oakmont Group holds a Performance score of 80 out of 100 from BizScoreAI, which measures website loading speed to keep visitors on the page and supports search engine rankings. The firm also has an Authority score of 75 out of 100 from BizScoreAI, which shows who is behind the business to build trust with AI assistants and search engines when recommending services.