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Amanda Bateman, CFP®

Amanda Bateman, CFP®

Clarity. Confidence. Partnership.

I'm Amanda Bateman, CFP® — and I built Oak & Co. on one simple belief: everyone deserves a true financial partner, and the sooner the better. No jargon, no noise, no advice that wasn't built for you. Just clarity, confidence, and a plan that actually fits your life.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.