Uma Velan

Oaktree Financial Planning empowers individuals and families with financial clarity through expert-driven strategies and personalized guidance. Rooted in trust and integrity, the firm helps clients build strong financial foundations—enabling them to grow with purpose, security, and peace of mind. Like a mighty oak, Oaktree stands as a symbol of strength and dependability in the ever-changing financial landscape.

Founded in 2008 by Uma Velan a Certified Financial Planner (CFP®) with over two decades of industry experience, Oaktree began with a mission to simplify financial decisions for everyday individuals. Over the years, the firm has expanded its offerings to include holistic solutions across investments, insurance, retirement, tax, and estate planning, ensuring that clients receive comprehensive, end-to-end financial care.

Oaktree’s vision is to create a world where everyone can pursue their dreams with clarity, confidence, and financial freedom. With personalized advisory, portfolio consolidation tools, and dedicated relationship managers, the firm ensures a seamless client experience. Regular reviews, fast execution, and transparent communication make Oaktree a trusted partner in achieving lasting financial success.