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Best Financial Advisors in Camarillo

2023

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Website
Camarillo, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

848-BookPro
Camarillo, CA

Why choose this provider?

Need help contacting a Financial Advisor in Camarillo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 1371813

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Yelp
4.5 / 5 (3)
Google
3.5 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
4.7 / 5 (57)
Google
5.0 / 5 (1)

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 4819729

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (3)
Google
5.0 / 5 (2)

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

Why choose this provider?

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.

License Verified:

License: 164666

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

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

Why choose this provider?

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.

License Verified:

License: 138278

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the guidelines that apply to investment advisors in Camarillo?

    A number of laws and regulations govern investment advisors in Camarillo to facilitate their legal obligations and responsibilities. These are covered by Title 10, Chapter 3 of the California Code of Regulations and the California Corporations Code, respectively. Beginning with 25200, the law contains sections that explicitly address broker-dealers and investment advisers.

  • Do all banks in Camarillo offer free financial advice?

    Not all banks in Camarillo have financial counselors on staff who can provide free financial advice. Only larger banks could offer this kind of service, while smaller banks might not. In some cases, banks may work with outside financial services companies to refer clients to alternatives outside of their own organization.

  • What fees are associated with hiring a fiduciary financial advisor in Camarillo?

    People must pay fiduciary financial advisors in Camarillo their advice fees, which may be hourly fees, one-time project fees, or a percentage of the investments. Additionally, they might cover the transaction costs and expenditure ratio. Clients may check the complete list of the advisor's services and fees through Form ADV and Form CRS.

  • Where do financial advisors in Camarillo keep their clients' money?

    Under California's safeguarding rule, advisors in Camarillo who have custody of client assets must ensure that these are held by a qualified custodian, with only a few exceptions. Generally, a qualified custodian refers to a federally or state-chartered bank or savings association, foreign financial institutions, registered futures commission merchants, registered broker-dealers, or specific trust companies.

  • What attributes should someone consider while choosing a financial advisor in Camarillo?

    Choosing the best financial advisor in Camarillo requires evaluating the following key factors:

    • Fiduciary duty
    • Credentials and expertise
    • Fees and pricing structure
    • Communication style and availability
    • Reputation and recommendations One must select a financial advisor with these qualities, which will enable them to achieve their financial objectives.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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