Trusted. Committed. Experienced. Count on Green Oak.


Planned giving can protect a personal legacy and support the good work of a charity for the long term. For more than a decade, Green Oak Consulting Group has helped Charitable Organizations, Individual Donors and  Professional Advisors realize that potential. We believe that donors and the charities they support deserve the best service possible. You can count on Green Oak for that commitment.


We have practical experience combined with industry credentials, and a tight-knit team focused on client relationships. We have built our careers on a commitment to service.

Green Oak Consulting Group

    Northern California Office:

    915 Highland Pointe Drive, Suite 250
    Roseville, CA 95678

    Kathy Learned

    Manager of Administration


    916.724.5350  Office

    800.832.2890   Toll Free

    916.724.5352   Fax



    Jill Valdez, CPA   

    Manager of Trust Administration


    916.724.5351  Office

    800.832.2890   Toll Free

    916.724.5352   Fax


    Southern California Office:

    Meeting Location:

    5724 Green Oak
    Los Angeles, CA 90068

    Bill McMorran

    323.462.2823  Office

    866.221.7643  Toll Free

    323.957.9483   Fax


    CA Insurance License: 0714393

    Office of Supervisory Jurisdiction:

    Mid Atlantic Capital Corporation

    4030 Truxel Road, Ste. B

    Sacramento, CA 95834


Check the background of this investment professional on FINRA's Broker Check: http://brokercheck.finra.org

Our Commitment to Clients

-  Knowledgeable and trustworthy planned giving services

-  Comprehensive, soup-to-nuts services for an array of needs
-  An informed and experienced team

-  Long-term relationships based on personalized, timely and accurate services

Sponsor of: