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Gordon Oak Financial

Gordon Oak Financial provides resources intended to support the financial wellbeing of individuals across socio-economic backgrounds.

Financial Services
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Headquarters
Plano, Texas, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2021Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
8 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Gordon Oak Financial do?

The company works with companies to offer employees access to a certified financial planner as an employee benefit. The company provides comprehensive financial planning services to individuals as private clients.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial planning services

Provides comprehensive financial planning to individuals as private clients.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWGordon Oak Financial listed #14 on Corporate financial planning firms, September 18, 2026Open the published source list.
Gordon Oak Financial

#14 Corporate financial planning firms

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 18, 2026, September 19, 2026, September 27, 2026 and October 11, 2026. How the company lists are built.

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