Iron Oak Capital Management, based in El Paso, TX, has been providing tax-smart investment strategies and personalized financial planning services since 2013. With over 15 years of experience in Financial and Investment Planning, Wealth Management, and Tax-Smart Strategies, the firm prides itself on its commitment to ethics, integrity, and creating individualized investment plans tailored to each client's unique needs and goals.
Founded by Sonny Gokhale, CFA, the firm specializes in value-based, contrarian investment strategies to help clients achieve their financial goals and security. Sonny, with a background in finance and accounting, leads a team that actively manages portfolios using proprietary models, tax-smart strategies, and in-depth market analysis to ensure clients' long-term financial success.
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