Fair Oaks Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Fair Oaks Wealth Management
Team photo for Fair Oaks Wealth Management

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Advisors

Advisor photo for Bob Halbert

Bob Halbert

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Bob Halbert's website


Team

Deb Purpora

Financial Planning Specialist

Bonnie Dietz

Office Manager,

Marketing Coordinator