TruOak Financial Partners

Celebrating the women who show up every day with expertise, empathy, and excellence.

We’re excited to share an important milestone.

Apogee Financial Partners is now TruOak Financial Partners.

This rebrand marks a strategic evolution in who we are and where we’re going.

“TruOak” represents what we stand for—truth, transparency, and trust—paired with the strength and longevity of an oak tree. It reflects our commitment to helping clients build lasting financial strength while reaching their highest potential.

As our CEO, Peter Truong, shared: “This is more than a name change—it’s a reflection of who we are becoming.”

While our name is new, our foundation remains the same:

• The same trusted team

• The same personalized approach

• The same commitment to long-term partnership

What’s evolving is how we deliver it: with a sharper focus on clarity, innovation, and a modern client experience.

We’re just getting started.