Our Management Team

Our Management Team

At Acclaro Wealth Management, we are more than just your financial planner — we are your personal financial advocate. This starts with the relationship you build with your advisor. Your advisor provides objective financial expertise so that you can have peace of mind and confidence about your finances.

 

Tim Oshima

Managing Director and Senior Financial Advisor

Tim is a Managing Director and Administrative Officer for Acclaro Wealth Management.  Tim helps Acclaro clients make thoughtful and informed decisions about all aspects of their finances. In addition to over 25 years of experience as a financial services professional, Tim Oshima brings a personal perspective and passion to his work. Through his own experiences as a business owner, cancer-survivor and a father of two very active children, he knows that keeping to a financial plan can be challenging.
Read More About Tim Oshima

 

Catherine Wong

Operations Manager

Catherine Wong is the Operations Manager for Acclaro Wealth Management. She brings over 20 years of sales, operations, and client service experience to the Acclaro team. Catherine’s priority is to support Acclaro to deliver the most outstanding service to its clients and to keep its operations running smoothly and efficiently.

A graduate of the University of California at Santa Barbara, she remains active in the alumni association and enjoys working with young men and women interested in beginning a career in financial services. With outstanding organization skills, Catherine coordinates Acclaro’s client events and our community and charitable involvement.

Catherine holds a CA state insurance license. She is also a certified agent for Covered California.
Catherine was born and raised in Southern CA and has lived in the Bay Area for over 15 years. Walnut Creek is now home for her and her family and she can’t imagine living anywhere else.