Best Financial Advisors in Simi Valley

We scored 32 Financial Advisors in Simi Valley, CA and Picked the Top 4

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 32 20 4

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

The Independent Financial Group

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

2655 First Street
Simi Valley, CA 93065


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