Expertise.com

2024

Last updated:

Best Financial Advisors in Oxnard

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Oxnard Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

55Reviewed

36Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Oxnard, CA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Oxnard, CA

Why choose this provider?

Need help contacting a Financial Advisor in Oxnard? 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
300 East Esplanade Drive, Oxnard, CA 93036
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Acosta Wealth Management is a full-service financial firm that serves individuals and business owners in the community of Oxnard and surrounding areas. It provides a variety of financial planning options, such as protection, estate, and investment planning. It also handles retirement planning, private wealth management, and exit strategy. Its president and financial planner, Abiel Acosta, has been in the industry for more than 15 years. In addition, Acosta Wealth Management is licensed to perform services in various states, including Texas, Wyoming, Arizona, Oregon, and Utah.

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 (2)

Website
1575 Spinnaker Drive, Ventura, CA 93001
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Moorhouse Financial Services, Inc., is a wealth management and business planning company that serves clients in Oxnard. The company offers financial planning solutions and helps with education planning and portfolio management. It also provides business planning services to aid business owners in their operational goals. Clients can likewise opt for the company's other services, such as retirement planning. Jeff Moorhouse, the company's owner, has more than 10 years of financial planning experience and volunteers as a command pilot for the non-profit organization Angel Flight West.

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.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
Google
5.0 / 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.
4.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
196 South Fir Street, Ventura, CA 93001
  • Certified Financial Planner (CFP)

Why choose this provider?

Integrity Wealth Advisors provides financial advice to individuals, families, and businesses in Oxnard. Previously known as Wagner Financial and Derby & Derby, this business has been established for more than 40 years. Its team helps clients in matters like planning for their retirement and knowing where to invest their money. The financial professionals of this firm have a combined experience of more than 150 years. Integrity Wealth Advisors is a member of the California Green Business Network.

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 (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
2775 North Ventura Road, Oxnard, CA 93036
  • Certified Financial Planner (CFP)

Why choose this provider?

Hardworking Capital is a wealth management firm that serves clients in Oxnard. Since 2003, it has been providing personalized financial and investment planning services to individuals and families. The firm's financial advisors can assist clients with budgeting, tax planning, insurance, and retirement preparation. The firm is also equipped to work with CPAs and attorneys when handling trust and estate planning matters. Hardworking Capital's managing partner, Matt Mellier, gives back to the community by volunteering with the LA Harbor Boys and Girls Club.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
2851 North Ventura Road, Oxnard, CA 93036
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Safeguard Investment Advisory Group, LLC, is a financial advisory firm that serves clients in the Oxnard metro and nearby areas. It assists individuals with their retirement strategies, whether they involve investments or insurance products. Aside from retirement planning, the company also provides portfolio management, wealth management, and investment planning solutions. In addition, the independent firm hosts workshops for both individuals and families to help them become more confident with and educated about their retirement plans.

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
751 East Daily Drive, Camarillo, CA 93010
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Duke Lyskin provides financial planning and advice to Oxnard residents and businesses. He is trained in retirement income planning including portfolio management strategies, proper use of annuities, and employer-sponsored benefits. His company, Lyskin Financial Advisory, handles all areas of financial planning and helps companies retain and attract eligible employees through its benefit solutions. Duke Lyskin has been an Investment Advisor Representative and Certified Financial Planner for 21 years. He earned his Retirement Income Certified Planner designation in 2019.

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

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

FAQs

  • 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.

  • How can you tell if you have adequate life insurance in Oxnard?

    To know whether you have enough life insurance, calculate the entire worth of every asset you have, as well as all the costs your family would incur if you were to pass away. After that, deduct the total amount of needs from the money that will be accessible when you die. The result will be the ideal estimated amount of life insurance in Oxnard you'll need.

  • In Oxnard, when is the best time to purchase disability income insurance?

    The best time for getting disability income insurance in Oxnard is while you're still in good shape and capable of passing the medical examination portion of the application procedure. The cost of disability income insurance is lower for younger people than for older people. The purpose of this insurance is to pay for the period at which you are unable to carry out the responsibilities of your profession due to illness or accident.

  • How long do you have in Oxnard to pay back a courtesy pay?

    Courtesy pay is a short-term solution for covering overdrafts in Oxnard. Members get a maximum of thirty days after going overdrawn to put a deposit into their account to cover the overdraft. If a member cannot pay off the overdraft within 30 days, they should get in touch with the financial institution to set up an installment plan or arrange alternative agreements to pay the debt.

  • Do home equity lines of credit (HELOCs) have variable rates in Oxnard?

    Yes. HELOC interest rates in Oxnard are inconsistent, so they could go up or down. The prime rate is the foundation for the HELOC rate. Your interest rate will rise if the prime rate rises above the initial rate. The floor rate corresponds to the prime rate, in addition to any modifications depending on your total mortgage and credit rating when the loan was arranged.

  • Should you employ a financial advisor in Oxnard if you're thinking of divorcing your partner?

    Yes, since divorce might result in serious financial difficulties, such as tax ramifications. It's critical to have a clear grasp of your financial condition during this time so that you can make wise decisions. A financial advisor in Oxnard with experience in these situations can offer unbiased guidance and assistance throughout these adjustments.

  • 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.