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Oak Tree Advisory Services, Inc.

About Oak Tree

Contact Us (760) 439-5616

We'd like to provide you with an opportunity to get to know us as well as our firm's values before you come to see us. The use of technology is essential in today's world. However personal contact is just as important. We take our client's concerns, dreams, and goals to heart as we work to help you solve problems. That frees you to take care of life. The following pages should give you an idea of what we're all about. We hope you enjoy them!

Robbin D’Alo, EA, CDFA®, CLA

Robbin is an Enrolled Agent (EA) licensed to practice and represent clients before the IRS. She holds a business degree through the University of Phoenix in business management.  Robbin is also a Certified Divorce Financial Analyst (CDFA) and Certified Legal Assistant (CLA). She is trained in tax representation, litigation support, complex return preparation, business accounting, and mediation. Her practice started with Oak Tree in 1985 at its inception.  Robbin has taught classes through CCH CPE online, at professional conferences and private groups on the topics of financial planning, taxation, specific divorce tax issues. She is the co-author of F-A-C-C-T: Understanding the truth about separation and divorce.

Armand D’Alo, EA, CFP™, CDFA®

Armand is an Enrolled Agent (EA) licensed to practice and represent clients before the IRS. He holds a degree in finance and family counseling through Brigham Young University, Provo. He also holds designations as a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA).  Armand founded Oak Tree with Robbin back in 1985 with the goal of providing a more personal experience for clients. Sadly this quality is getting lost in today’s “online” world. Armand is also a trained mediator He is the author of the book, “The Jump of Your Life: Successfully Navigating the Free-Fall of Divorce and Other Life Traumas,” and has taught classes through CCH CPE online, at BYU, UC Irvine, professional conferences and private groups on the topics of financial planning, taxation, specific divorce tax issues as well as family and financial dynamics in divorce.  He is the co-author of F-A-C-C-T: Understanding the truth about separation and divorce.

Both Armand and Robbin have presented to professional organizations and local groups on topics of tax planning for businesses, foreign tax issues, complex negotiations, and personal taxation.  Armand has served as faculty at BYU in the Salt Lake City extension campus, U.C. Irvine and in the Education Week program for Brigham Young University.

Armand & Robbin have been working in the fields of tax, finance and conflict resolution for over 30 years. They partner with other professionals to bring financial services to their clients. As part of their practice, they also help business owners with complex tax and planning issues of succession.

They counsel couples with complex situations such as divorce. They offer the One Last Look™ program to help couples before heading into the filing process. By giving people a preview of life after divorce, couples are better equipped to either change direction or plan their movement forward from an informed perspective.

Our Values
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
 
Client Reviews
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