Experience and expertise you can trust
Meet The Founders:
We’re Aaron & Laurie Finch, founders of Oa(k)ley Financial. We’re committed to serving you and your employees with the expertise, responsiveness, honesty and respect you deserve.
Aaron Finch, AIF®, CRPS®
CEO / financial advisor
Aaron’s 20-year career has been centered around retirement plans. He is well-equipped with knowledge in making sound, trustworthy decisions. He enjoys articulating complex topics in simplified terms to encourage confidence and financial literacy.
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Aaron has been in the finance industry since 2004 and FINRA licensed since 2005. He has focused on corporate retirement plans for all 20 years.
Over the past 15 years he’s won numerous awards for his sales results as a Retirement Plan Wholesaler working for two of the largest providers in the industry. He has seen how this industry works, from the inside, and knows how to navigate any challenge a client might face.
He has earned both the AIF® (Accredited Investment Fiduciary), and the CRPS® (Chartered Retirement Plan Specialist) designations.
About the AIF® designation: Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
About the CRPS® Designation: As retirement plan options evolve and tax complexity increases, many companies seek professional plan administrators to design, install, and maintain their company retirement plans. Firms, non-profits, and government organizations of all sizes recognize the unique skills needed to implement and oversee these internal retirement plans. Earning the CRPS® designation demonstrates the presence of those skills.
Aaron’s true passion is helping others. In 2023 his life-long dream of being an entrepreneur became a reality when he founded Oakley Financial, a Christian-based, family-owned Investment Advisory firm.
This firm was founded on the principal that all Americans have an inherent right to understand what it takes to retire comfortably and should be offered a clear road map on how to achieve that dream.
Laurie Finch
Director of operations
Laurie brings the organization skills and emotional intelligence for building a unique customer experience where people feel truly listened to and cared for. She has a high value for fostering trusting relationships that help put people at ease.
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Laurie is a devoted wife and mother of four boys who is passionate about serving in Worship Ministry. She enjoys helping others, loves singing, and cherishes moments with her family.
OUR COMMITMENT:
Clear Expectations
The promises and guidance we’ll provide is transparent and simple to understand so you can make informed decisions.
Reliable communication
Our customer support is proactive, attentive, and understanding of unique needs that arise.
faith-centered values
As a trusted fiduciary, our commitment to you is rooted in Christian pillars of integrity, loyalty, care and good faith.
Oakley is a family name passed down over three generations in our family. It represents our commitment to legacy, reputation, honesty and hard work with 401(k) at the core.
Our logo was designed to represent the cross, on which Jesus gave his life for us. The circle is a reminder of our focus as a family and business.
Did you know there are over 2,300 verses in the Bible related to money and possessions? We believe in the power of a balanced budget and being good stewards of our resources. We welcome discussions about how retirement savings fits into your financial picture along with charitable causes, tithing or other meaningful personal priorities.
The heart behind “Oa(k)ley”
