Emerald Level Business Partners
OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc. has been serving clients nationwide for almost 27 years. We have offices in Palm Springs, CA, Charlottesville, VA and the Washington, D.C. metro area.
Our mission is to create more confidence in our client’s financial future by creating tailored personalized advice to help them achieve what matters most to them.
OakHeart Financial Group believes that supporting non-profit groups in our community is an integral part of who we are. We have supported through volunteer work, as well as financially, AIDS Assistance Program-Food Samaritans and the LGBT Community Center of the Desert in the Palm Springs area. In Charlottesville, we support many agencies including Ronald McDonald House of Charlottesville, Blue Ridge Medical Center, Habitat for Humanity of Greater Charlottesville, Blue Ridge Area Food Bank, Feeding Greene, American Cancer Society Relay for Life of Amherst and Nelson Counties and many others.
Michael Hancock, JD, CFP®, Private Wealth Advisor, is the Chief Executive Officer of OakHeart Financial Group, and was recently named to Forbes Best-in-State Wealth Advisors list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Michael was also recently named to the prestigious Ameriprise Chairman’s Advisory Council (2019). The Council is comprised of our best advisors based on their commitment to meeting and exceeding the needs of their clients and delivering exceptional service.
If you would like to set up time to discuss how we may help you gain the freedom to live financially confident and in control, please reach out to us.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three-year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
Michael Hancock: CA Insurance #0F50530.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2019 Ameriprise Financial, Inc. All rights reserved.
Whether you are a first-time home buyer, a luxury home seller or an investor, you will have a skilled, trusted advisor on your side. My commitment to you, and to my community, is that I will always deliver an experience with integrity, passion and a personalized approach.
From curbside to contract and beyond the sold sign, I am grateful to be here for you.
Carl Borey - An Agent For Change
AGENT DRE #01975302 - OFFICE DRE#01878277
Welcome to the new K-GAY 106.5, The Pride of the valley. We're a new local radio station serving our Q-munity with entertainment and information. We're a different kind of radio station because we're a not-for-profit organization: Qchella Media Corporation. We believe that LGBTQ lives are strengthened and affirmed when our stories are told, broadcast and heard. We provide a platform for the Q-munity to access our airwaves and on-demand programming as we build a station to meet the unique needs of the unique needs of the Coachella Valley. Every dollar raised through advertising and support stays right here to keep us on the air to meet the needs of our diverse communities. Gay Desert Guide powers the radio station's website: KGAY1065.com. Your business benefits from the synergy between GayDesertGuide.LGBT and Qchella Media.
Depression and anxiety are real, serious medical conditions, just like heart disease and diabetes. As a result, it is important that professional help is sought out. At Neuro Wellness Spa in Palm Desert, patients are overseen by clinical director Dr. Martha Koo and treated by Dr. Keith Young. Initially opened in 2009, Dr. Koo was the first private practice psychiatrist in Southern California to provide TMS Therapy to her patients. As an expert psychopharmacologist, psychoanalyst, and TMS and IV Ketamine physician, Dr. Koo is uniquely poised to comprehensively evaluate an individual’s depression and anxiety. Neuro Wellness Spa in Palm Desert believes in taking a holistic approach to emotional wellness, and Dr. Koo recommends the most efficacious treatment available for each individual patient.
A private sanctuary in Palm Springs with a fresh and unique VIBE: Luxe, Exclusive, Quiet, Secluded, Professional. The Hacienda at Warm Sands is the most luxurious and fashionable gay male resort in Palm Springs and in California. Rated by guests as one of the most upscale gay resorts in the world.
The Most LUXE, SECLUDED, SPACIOUS AND EXCULISVE RESORT in Palm Springs! We invite you to get reacquainted with someone special, you, as our guest at The Hacienda at Warm Sands. Discover one of Palm Springs best kept little secrets: a stylishly spacious gay exclusive resort located in the heart of Warm Sands - Palm Springs gay Mecca. Yes…the Hacienda at Warm Sands is easy to get to, but hard to leave. Many guests comment to us upon their return to The Hacienda that it feels so much like 'coming home'. Let us help you feel the same way. The Hacienda at Warm Sands is the ideal getaway. Few places in the world offer ALL the expected services, amenities and elements of a sophisticated, warm, sun-filled, secret gay hideaway resort oasis - your home away from home. Our accommodations are exceptionally spacious, with fully equipped kitchens (or kitchenettes) the majority designed to look like upscale bars featuring black granite countertops and cherry cabinetry. Accommodations include Grand Fireplace Deluxe Suites, Deluxe Suites, Deluxe Junior Suites, Junior Suites and a Patio Room.
OUR GROUNDS FEATURE:
▪ Relaxing soft-playing sounds surround the outdoor pools and patios,
▪ Swim suits optional,
▪ Two large swimming pools, heated year-round,
▪ A large in-ground spa with adjacent gas fireplace all facing amazing San Jacinto mountain and 'endless' evening star vistas,
▪ Impressive 180-degree San Jacinto Mountain and palm tree vistas - morning, noon and night,
▪ Mature, lush and truly extensive tropical plantings and unique specimen landscaping - provides a sense of serene beauty and privacy,
▪ Japanese lantern, gurgling water pond feature,
▪ Large, multi-tiered Spanish fountain,
▪ 10k square feet of Saltillo-tiled patios and walkways,
▪ Two independent patio misting systems, and
▪ Cozy, luxe, soft-padded poolside chaise lounges and cabana tables for sunning and lounging.
DAILY COMPLIMINTARY SERVICES INCLUDED WITH YOUR STAY:
▪ An extensive continental breakfast featuring fresh fruit and Europeanstyled meat, cheese and pastries.
▪ A catered, menu-ordered, restaurant-styled lunch menu featuring specialty salads, sandwiches and wraps - all customizable to fit your specific preferences. Lunches are served on white china plates with stainless steel flatware. Beverages provided with lunch include a wine, fresh-brewed iced tea or lemonade, served either poolside or in the privacy of your suite.
▪ Housekeeping services.
▪ L'Occitane bath amenities.
▪ Two-man spa showers.
▪ Personal Assistant services.
▪ Impressive selection of local and national daily newspapers and favorite periodicals.
▪ Guest laundry.
Whether you’re riding to work, taking your #1 for a night on the town, or anything in between, count on Lyft for a ride in minutes. The Lyft app matches you with local drivers in just a few taps. Request, ride, then simply pay in the app.
Lyft is your own personal ride. Whether you’re riding solo or hitting the town with your friends, this sedan is yours to fill. Up to 3 max; available nationwide.
We’re Gay Desert Guide, Palm Springs official LGBT resource for locals and visitors alike to help find everything you need to know while visiting or living in the Coachella Valley! From Happy Hours & Nightlife, Events Calendar, gay resort directory, LGBT-owned /LGBT-friendly Business directory, Hot Deals, Dining, Shopping, Attractions, News to Real Estate & Home.
Prime Timers of the Desert is a social club for mature gay males, providing opportunities for its members to meet, socialize and make new friends. It is strictly social.
Prime Timers nonprofit organization welcomes male members regardless of ethnic origin, race, political or religious values. They welcome visitors to their site and hope that gay males visiting the Palm Springs area will feel free to join them at their scheduled events.
Prime Timers of the Desert is an affiliate of Prime Timers Worldwide, which may be reached from their site.
Experience and Background
My husband, Stephen, and I (and our two adorable pups Oscar and Sophie) relocated to Palm Springs from Los Angeles in early 2017. After visiting the desert for 20-plus years and owning a vacation home here for five years, we often dreamed of living and working here full-time. We are thrilled to have been able to make this transition a reality.
In 1986, I got my start in the financial services industry and am excited to now be able to service my clients locally as Palm Springs' newest Edward Jones financial advisor. I am currently excepting new client relationships and am also happy to review your existing account relationships. I have spent my career assisting clients with a variety of products and services. I also have worked closely with many of their estate planning attorneys and CPAs in order to provide my clients with a more complete financial picture. Customer service is my number one priority! My office is in downtown Palm Springs in The 500 Building (formerly known as the Alan Ladd Building).
I am quite active in the community and have always believed strongly in giving back. In addition to the volunteer work I do with Digicom Learning, where Stephen is the COO, I am also an active member of both the Desert AIDS Project and The LGBT Community Center of the Desert. Born and raised in Long Island, NY, I graduated from the University of Michigan in Ann Arbor, where I studied economics and French.
Please contact me to set up an appointment anytime.
Now Accepting New ClientsFocus Areas
- LGBT Finances
- Domestic Partner Finances
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings