Quin Oaks Investment Group, based in Orinda, CA, is a team of seasoned financial services professionals specializing in personalized, goals-based investment planning and guidance. With a focus on developing tailored financial strategies for clients at every stage of life, the group emphasizes listening and collaboration to help individuals achieve their highest priority goals.
Named after the five oak trees that lined the driveway of founder David Clarke's childhood home, Quin Oaks embodies values of hard work and humility. Through a client-centric approach and a commitment to understanding each individual's unique needs, the group aims to serve as a trusted resource in helping clients navigate wealth management and achieve their financial objectives.
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