Stella Oak Financial and Insurance Services
James Marlowe Hazelton
Financial Advisor|CLU®, CFP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Get to know my network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
David M Clausen
CFP®, CLU®, ChFC®
Wealth Management Advisor
I pride myself on helping my clients develop a long-term vision and a strategic plan for financial prosperity. I specialize in providing strategic, comprehensive advice to attorneys, physicians, business owners and affluent families. Together, we will work to make your goals a reality.
Paul Baboolal
CLU®, ChFC®
Financial Advisor
Financial planning is a life-long process that assists you and your family in taking control of your financial future. Paul Baboolal helps his clients build and implement their financial security game plan so they can feel safe in a complex world. He often partners with South Bay families, attorneys, and real estate professionals to help them realize their financial goals.
Suneel Garg
MBA, CLU®
Partner
Our team is here to help our clients achieve their dreams financially. We work hard to build strategies and plans focused on protecting your wealth and thinking about today as well as tomorrow for you. We have some unique experiences related to income tax strategies and aligning goals to your balance sheet.