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Best Financial Advisors in Camarillo

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Cedarstone Advisors logo

Cedarstone Advisors

3125 Old Conejo Rd. Unit 7, Thousand Oaks, CA 91320
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  • Estate Planning
  • Retirement Planning

Cedarstone Advisors caters to the needs of individuals, families, young professionals, and business owners in Camarillo and the surrounding locations. It specializes in various services, including investment management, retirement planning, stock option consulting, and pension optimization. Its professionals also handle tax-efficient investing, transition and layoff issues, college planning, and business exit and transition planning. Cedarstone Advisors has over 25 years of industry experience, has built over 130 relationships, and has published hundreds of articles as well as two books.

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Channel Islands Tax & Wealth Management logo

Channel Islands Tax & Wealth Management

333 North Lantana Street Suite 118, Camarillo, CA 93010
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  • Estate Planning
  • Private Wealth Advisor

Channel Islands Tax & Wealth Management works with individuals and businesses in Camarillo and the surrounding areas. It offers strategic financial consulting services such as pre-retirement stock strategies, retirement planning, and tax-saving strategies. It also provides clients with customized tax planning and assists them in managing their finances to achieve their specific goals. The company's principal, Timothy J. Warren, is a CPA with over 25 years of experience in the wealth management and accounting industries. He also holds health and life accident insurance licenses.

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Financial Pointe logo

Financial Pointe

3323 Old Conejo Road, Thousand Oaks, CA 91320
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Financial Pointe is an independent investment advisory and wealth management firm that serves individuals and families in Camarillo and neighboring areas. The firm's financial advisors assist clients by discussing and understanding their wealth-building goals and target timeframes to create customized roadmaps, helping them reach their long-term financial objectives. They assist with cash flow analysis, insurance review and selection, tax planning, investment management, and retirement planning. The firm has Certified Financial Planners, Chartered Life Underwriters, Chartered Retirement Planning Counselors, and Chartered Financial Consultants on staff.

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Folino Tax & Financial Network logo

Folino Tax & Financial Network

333 North Lantana Street Suite 297, Camarillo, CA 93010
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

For more than 35 years, Folino Tax & Financial Network has been serving individuals, businesses, and families in Camarillo and the surrounding communities. It helps clients prepare for the future and achieve their financial goals by providing them with various services. These include wealth management, tax planning and preparation, financial planning, estate planning, and asset protection. The company has more than 1,000 clients with over $280 million assets under administration. One of the firm's agents, David Folino, holds the CFP designation.

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He'e Nalu Investing, Inc. logo

He'e Nalu Investing, Inc.

26565 Agoura Rd, Ste 200, Calabasas, CA 91302
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  • Certified Financial Planner (CFP)
  • Retirement Planning

He'e Nalu Investing, Inc., is an independent advisory firm serving individuals and organizations in Camarillo and the surrounding communities. It offers financial planning solutions for retirement and investment accounts, tax returns and analysis, and investment portfolio management. It assists with the management, analysis, and implementation of employer-sponsored retirement plans. He'e Nalu Investing was founded in 2006 by W. David Buss, a Certified Financial Planner who has been in the industry for over three decades.

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Independent Capital Management, Inc. logo

Independent Capital Management, Inc.

770 Paseo Camarillo, Suite 130, Camarillo, CA 93010
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  • Certified Financial Planner (CFP)

Independent Capital Management, Inc., serves clients across Camarillo and neighboring cities. The company offers various financial services, including investment strategies and analyses, retirement and estate planning, and semiannual portfolio and financial reviews. It also carries life, health, long-term care, and disability insurance. Clients may use the savings accumulation, cash flow analysis, and disability income insurance calculators on its website. Financial services specialist Albert Cornel holds Uniform Securities Agent and Investment Company/Variable Contract Limited Representative designations.

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Lifetime Planning, Inc. logo

Lifetime Planning, Inc.

1200 Paseo Camarillo Suite 190, Camarillo, CA 93010
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Lifetime Planning, Inc., a locally owned firm established in 1989, caters to people living in Camarillo and the surrounding areas. It helps clients obtain financial freedom by providing them with various services, including retirement planning, estate planning and administration, and life insurance and annuities. Its team members assist customers in dealing with estate conservation matters, risk management analysis, and investing principles and strategies. Eric Smith, the company's financial planner, holds the CFP designation and is also fluent in Spanish.

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Lyskin Financial Advisory logo

Lyskin Financial Advisory

751 E. Daily Drive, Suite 215, Camarillo, CA 93010
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  • Certified Financial Planner (CFP)

Lyskin Financial Advisory helps Camarillo residents and businesses achieve their various financial goals. The firm creates comprehensive financial plans that take into account its clients' short and long-term goals. Its team assists them in developing investment tax strategies, as well as determining their asset allocation requirements and risk tolerance. In addition, Lyskin Financial Advisory works on matters concerning employee and executive benefits packages. Duke Lyskin, the firm’s founder, is a CFP, CLU, AIF, and RICP professional.

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Powell Financial Group logo

Powell Financial Group

231 Village Commons Blvd. Suite 17, Camarillo, CA 93012
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  • Estate Planning
  • Retirement Planning

Powell Financial Group has been assisting clients in the Camarillo area for over 30 years. Its wealth management service develops financial plans to assist people in achieving their current and future objectives. The firm also assists with the selection of insurance policies, the planning of tax payments, and the establishment of an estate. Clients can consult with its advisors about planning for retirement with a stable and sustainable income. David Powell, the company's founder and CEO, is a Certified Financial Planner.

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R. Mark Smith CPA PFS logo

R. Mark Smith CPA PFS

925 Broadbeck Dr. Suite 230, Thousand Oaks, CA 91320
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  • Retirement Planning

R. Mark Smith CPA PFS, situated in Thousand Oaks, serves clients in Camarillo and the surrounding areas. This full-service firm provides financial planning and accounting services. It helps individuals and organizations manage their finances and investments by offering services such as retirement, estate, tax, insurance, and business succession planning as well as asset allocation and college education funding. It also gives financial plans and forecasts and debt and money advice. Firm principal R. Mark Smith is a CPA and Personal Financial Specialist professional.

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Rene S. Randel, CPA logo

Rene S. Randel, CPA

1601 Carmen Drive Suite 213, Camarillo, CA 93010
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  • Certified Financial Planner (CFP)

Rene S. Randel, CPA runs Avantax Wealth Management to assist Camarillo residents in planning for the future. Since 1983, his advisory firm has been serving retirees, consultants, contractors, healthcare professionals, manufacturers, and attorneys. The specialist provides tax planning solutions, which include small business accounting, QuickBooks ProAdvisor setup, and tax return preparation. Randel also offers life and long-term care insurance policies, as well as 401(k) and traditional, SEP, Roth IRA, and investment planning. He is a Certified Financial Planner.

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Summit Wealth Management Group, Inc. logo

Summit Wealth Management Group, Inc.

400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012
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Summit Wealth Management Group Inc. is a Camarillo-based firm that has been helping individuals and families pursue their financial goals since 1986. Its team provides financial guidance to clients as they experience different life transitions, such as retirement, beginning a new career, or welcoming a new family member. Summit's services include tax minimization, legacy planning, insurance review, and cash flow management. It also has access to various investment solutions, including stocks, bonds, and mutual funds. The firm has two Certified Financial Planners and a Chartered Retirement Planning Counselor.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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