Bill Oakley

Bill Oakley is the managing partner at FamilyWealth Advisers. Bill has over 16 years of experience in the financial industry. Prior to joining FamilyWealth Advisers, Bill was the president of OAKLEY RETIREMENT SERVICES, INC. for over 15 years. Before that, they worked as an advisor at Mutual of Omaha. Bill has a passion for helping people save for their future and retire comfortably. Bill is dedicated to providing their clients with the best possible advice and service.

Bill Oakley has a degree in psychology from the University of Central Florida, and a minor in business. Bill works in the field of psychology and business.

Steven Slomberg - Investment Adviser, Lisa Martinez - Investment Adviser, and Nafees Alam - Financial Adviser report to Bill Oakley.