Expertise.com

2024

Last updated:

Best Financial Advisors in Simi Valley

Our Recommended Top 6

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 Simi Valley Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

22Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Simi Valley, CA
Free Consultation

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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.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Simi Valley, CA

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Why choose this provider?

Need help contacting a Financial Advisor in Simi Valley? 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.

2655 First Street, Simi Valley, CA 93065

Why choose this provider?

Founded in 1991, The Independent Financial Group is an investment advisory company serving clients in Simi Valley and the nearby areas. Its team helps understand the clients' financial circumstances to develop financial strategies that suit their goals. It also offers retirement planning services for individuals who want to prepare their current savings and income for their future lifestyles and needs. The company's founder, Jim Lorenzen, has been featured in Smart Money magazine and American Airlines’ Sky Radio.

  • Certified Financial Planner (CFP)
  • Retirement Planning

40 West Easy Street, Simi Valley, CA 93065

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Why choose this provider?

Monarch Plan Advisors is an independent company that serves clients from its Simi Valley office. The team of financial advisors offers employer-sponsored 401(k) and 403(b) non-profit retirement strategies. Guidance on maximizing retirement plans and continuous education is how the advisory helps clients achieve financial goals and retire with confidence. Monarch Plan Advisors has an average plan consultant experience of 13 years. Michael Fine, director of plan services and plan consultant, is a member of NAPA.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

2480 Stearns Street, Simi Valley, CA 93063

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Why choose this provider?

DJR Financial Services is a Simi Valley-based firm that offers comprehensive financial services to individuals and business owners. Included in its services are retirement strategies, tax management, estate conservation, and investment management. The firm also provides life insurance and annuity products, college savings plans, and company retirement plans. Daniel Porter, the firm's financial planner, has been in the financial services industry for more than 25 years. Porter is an investment advisor representative with SagePoint Financial, Inc. 

  • Estate Planning

2468 Tapo Canyon Road, Simi Valley, CA 93063

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Why choose this provider?

Arxis Wealth Management, LLC, is a financial advisory business that caters to clients in Simi Valley and the surrounding communities. Included in its line of services are college, estate, money purchasing, retirement, and tax planning. The firm also handles brokerage accounts, government securities, treasury bills, and traditional and Roth IRAs. Chris Boynton, a partner, is a Certified Financial Planner with over 30 years of experience in accounting. He is a member of the American Institute of Certified Public Accountants.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

  • What are the different types of trusts available in Simi Valley?

    The different types of trusts available in Simi Valley are revocable trusts, irrevocable trusts, living trusts, and testamentary trusts. Revocable trusts can be modified after they are set up, while irrevocable trusts cannot be modified after they are created. Living trusts can either be revocable or irrevocable and are set up while the trustor is alive, while testamentary trusts are created as a part of a last will and testament. Other types of trusts include charitable remainder trusts and special needs trusts, such as first-party and third-party special needs trusts.

  • Who needs estate planning in Simi Valley?

    Everyone needs estate planning in Simi Valley, especially individuals who desire to distribute their estate after their death in conformity with their wishes and those who possess assets that make them liable to high estate taxes. Other people who need estate planning are parents with children who may require responsible financial assistance after their death.

  • In Simi Valley, what are the main types of buy-sell agreements?

    The main types of buy-sell agreements in Simi Valley are the stock-redemption agreement and the cross-purchase agreement. A stock-redemption agreement refers to an agreement between a business and its employees or shareholders where the business agrees to repurchase the stocks from the owners. On the other hand, a cross-purchase agreement involves the transfer of ownership shares between deceased employees and other partners within the company.

  • What are the advantages of having an investment advisor in Simi Valley?

    The advantages of having an investment advisor include receiving general investment advice and fiduciary guidance and oversight and reducing complications regarding investment options and costs. Another benefit of having an investment advisor in Simi Valley is that it helps one gain knowledge and understanding of different types of investment and retirement vehicles available in the area.

  • What does a Roth conversion involve in Simi Valley?

    A Roth conversion in Simi Valley involves converting from a traditional individual retirement (IRA) account to a Roth IRA account. In other words, it occurs when you move your retirement funds from your traditional IRA account and place them into a Roth IRA account. One of the primary reasons for IRA conversion is that it allows you to enjoy tax-free income in retirement.

  • 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.