The Team Behind Oak Summit

I’m a Chartered Financial Analyst® Charterholder, CERTIFIED FINANCIAL PLANNER®, and IRS Enrolled Agent (EA) with more than a decade of experience helping clients build, preserve, and transfer wealth with confidence.

I started Oak Summit because I wanted to offer something different: a practice where tax strategy, investment management, and financial planning work together instead of existing in separate silos. My goal is to provide clients with coordinated advice that considers the broader financial picture rather than treating each decision independently.

At Oak Summit Wealth Management, I work closely with retirees, widowers, inheritors, and business owners who are navigating complex financial transitions. My background as an Enrolled Agent gives me the ability to design advanced, tax-sensitive strategies that align investments and estate goals for maximum lifetime benefit.

Before founding Oak Summit, I worked with high-net-worth families at a $100B-plus registered investment advisory firm and a $4B-plus wealth management firm, where I developed institutional-level expertise that I now bring to a more personal, boutique experience.

I earned my degree in Economics from the University of California, Berkeley, where I continue to serve as an alumni ambassador. My background combines investment management, financial planning, and advanced tax strategy, allowing me to help clients navigate financial decisions that often involve all three.

I live in San Diego with my wife, Susannah.
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Kira serves as the Client Service Specialist, where she supports Oak Summit with the day-to-day operations to make sure clients are taken care of. With an MBA in Finance and over five years of experience in operations and managing client relationships, she brings both the knowledge and dedication needed to keep things running smoothly behind the scenes.

Kira is currently pursuing the CFP® certification and is committed to helping clients navigate their financial journey with clarity and confidence.

Kira was born and raised in Kaua'i,  where her love for community and the outdoors took root early. When she’s not working, you’ll likely find her in nature or spending time with friends and family.