Noah Oakes Email
Financial Planning Specialist @ Fontana Financial Planning
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Noah Oakes Location
- Dallas, TX, US
Noah Oakes Work
- 2026 -now Financial Planning Specialist @
- 2025 -2026 Registered Client Relationship Analyst @
- 2023 -2025 Treasurer - Student Endowment @
- 2024 -2024 E-Valuator Portfolio Management Challenge @
- 2024 -2024 Brokerage Client Relations Intern @
Noah Oakes Education
- Kansas State University
Master's degree (Personal Financial Planning)
2025-2027 - Kansas State University
Bachelor of Science in Business Administration Finance (Personal Financial Planning Minor, and Investment Management Certificate)
2021-2025
Noah Oakes Summary
- Noah Oakes, based in Dallas, TX, US, is currently a Financial Planning Specialist at Fontana Financial Planning. Noah Oakes brings experience from previous roles at Morgan Stanley, Kansas State University Invest-A-Cats Portfolio Group, The E-Valuator Software for Fiduciaries and Fidelity Investments. Noah Oakes holds a 2025 - 2027 Master's degree in Personal Financial Planning @ Kansas State University. Noah Oakes has 1 emails on RocketReach.
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