Business Services

Onesta Wealth Management

Campbell, CA Company Opening
(408) 459-8383
(408) 459-8383
1875 Winchester Blvd Ste 101, Campbell, CA 95008

1875 Winchester Blvd Ste 101, Campbell, CA 95008

About the Business

Onesta Wealth Management, LLC is a registered investment advisor based in California. Our services are available nationally, with the correct registration requirements. We provide personalized advice and support to individuals and families who need assistance or advice. Our Five Key Element Process ensures that our clients have all their risks exposed, allowing us to create a safe environment where everyone can feel comfortable.

At Onesta Wealth Management, we take pride in our clients’ accomplishments, and strive to offer an excellent service. Our team of professionals is dedicated to providing the best possible guidance and feedback, and make sure our clients reach their goals. We are excited to meet and work with you soon.

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Publisher Info

  • Our principal, Richard "Rick" Loek has been an Investment Advisor Representative since 2007. During this time Rick has created working relationships with his clients. In 2012 Rick founded Onesta Wealth Management. In creating our own Registered Investment Advisor firm we are able to be 100% independent. We continually evaluate money management programs and adapt as needed for our clients (fans).
  • (408) 459-8383
  • 1875 Winchester Blvd Ste 101, Campbell, CA 95008
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 6:00 PM
  • Tue
    8:00 AM - 6:00 PM
  • Wed
    12:30 PM - 6:30 PM
  • Thu
    8:00 AM - 5:00 PM
  • Fri
    8:00 AM - 3:00 PM
  • Sat
    Closed
  • Sun
    Closed
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