Strategic Path Financial Group, LLC of Oxnard

Strategic Path Financial Group, LLC of Oxnard is a financial planner in Oxnard, California. The firm works with technology professionals, business owners, and pre-retirees and retirees. For tech professionals, it helps with accumulation strategies during employment years and with understanding, managing, and optimizing equity compensation, aligning employer plan options to a client's goals in a tax-efficient way. For business owners, it provides support around their most valuable asset, their business, along with guidance on retirement solutions for employees, including SEP IRAs, Solo 401(k)s, and group 401(k)s. For those nearing or in retirement, it offers guidance on financial stability throughout retirement and on the optimal timing for Social Security benefits. The firm holds a rating of 5.00 from the customers who have reviewed it.

Strategic Path Financial Group is a boutique, family-run retirement firm. Its approach centers on building lifelong relationships, simplifying the complex, and educating clients rather than selling to them, and it takes time to explain each solution and decision. Tom A. Tyo, MBA, is the owner, retirement planner, and tax strategist, and serves as Managing Director. He brings more than a decade in financial services, including two years at a Fortune 100 company, along with decades of experience in hotel management and technical recruiting during the Silicon Valley tech boom. He founded the firm in 2019 to help high-earning tech professionals make sense of equity compensation.

Client meetings follow a set process. The first is a one-hour meeting to establish what working together looks like; if the client chooses to proceed, a strategy is built with a case design team that includes Certified Financial Planners. A second meeting delivers a personalized written roadmap, stored in a Generational Vault with round-the-clock access. Calls, emails, and texts are returned within one business day, and the firm also runs workshops and live events.

The office is on East Esplanade Drive on the 14th floor, a short distance from the Ventura Freeway, about 0.2 miles away. The Roger Jones Community Center is roughly 0.3 miles from the office, and Oxnard Fire Department Station 4 is about 0.4 miles away.

For tech professionals, business owners, and retirees in Oxnard, the firm pairs a 5.00 customer rating with a family-run, education-first approach to retirement and tax planning.