Best Financial Advisors in Thousand Oaks

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Thousand Oaks, CA

Business Description

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.
4.0
Responsiveness
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Price: Free consultation

Alliance Advisory & Securities, Inc. logo
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Alliance Advisory & Securities, Inc.

3390 Auto Mall Drive, Westlake Village, CA 91362
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  • Certified Financial Planner (CFP)

Business Description

Established in 1990, Alliance Advisory & Securities, Inc., is a full-service financial advisory firm serving Thousand Oaks. It is the registered broker and investment advisor for Alliance Entrust clients, providing financial planning and investment management services. The firm's financial planning and management process includes defining the clients' monetary purpose and outcome. It also handles proactive planning, mitigating the risks, integration, and accountability. The firm also takes on portfolio management services that cover asset allocation and risk-based rebalancing.

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
Financial Pointe logo
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Financial Pointe

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

Business Description

Started in 2004, Financial Pointe caters to retired or about to retire individuals in Thousand Oaks. It offers financial planning and investment advisory services by looking into various elements, such as cash flow, current insurance coverage, tax strategies, business planning, and executive compensation. It continuously monitors the client's portfolio and performs rebalancing periodically to ensure that investments are aligned with the long-term goals. One of its co-founders, Stephen Thomas, is a Certified Finacial Planner and has been working exclusively in financial planning since 1997.

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
Forthright Finances logo
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Forthright Finances

275 East Hillcrest Drive, Thousand Oaks, CA 91360
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  • Retirement Planning
  • Tax Planning

Business Description

Forthright Finances provides services to Thousand Oaks and the nearby areas. Its team specializes in helping clients manage their investment distribution, retirement income sources, and social security benefits. The team also offers estate planning and tax analysis services. Forthright Finances is owned by Scott Newhouse, a financial advisor and planner and the author of "The Retirement Tax Bomb" and the "10 Steps To Getting What You Deserve: A Guide To Your Social Security and Medicare Decisions."

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Forum Financial Management, LP

100 East Thousand Oaks Boulevard, Thousand Oaks, CA 91360
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Established in 2002, Forum Financial Management, LP, caters to individuals, families, and businesses in Thousand Oaks and the surrounding areas. It offers a wide array of services, including insurance analysis, portfolio management, and planning for estates and retirement. John J. Adam, one of the firm's partners, is a Certified Financial Planner professional with more than 30 years of experience in the accounting and finance industries. He is a member of the Financial Planning Association and the National Association of Enrolled Agents.

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
Goyette Financial Planning logo
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Goyette Financial Planning

25 West Rolling Oaks Drive, Thousand Oaks, CA 91361
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  • Certified Financial Planner (CFP)

Business Description

Goyette Financial Planning serves clients in Thousand Oaks and the surrounding areas. It helps managers, directors, and executives prepare for their retirement by reviewing their outside investments and deferred compensations. It also offers annual education, investments, taxes, and estate planning services to guide clients in pursuing their short- and long-term financial goals. The company is also available to prepare the tax returns of clients. Its owner, Stephan Goyette, is a financial planner and a member of the Alliance of Cambridge Advisors.

GuideWell Financial logo
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GuideWell Financial

3625 East Thousand Oaks Boulevard, Thousand Oaks, CA 91362
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  • Certified Financial Planner (CFP)

Business Description

GuideWell Financial is a full-service independent firm serving clients in Thousand Oaks and the nearby metros. It provides clients with a range of non-proprietary investment options. Its services include financial planning, tax and investment management, retirement strategies, estate conversation, and insurance and annuity products. Financial advisors create tailored financial plans for their clients based on their needs and objectives. The owner, Peyton Glover, is an independent LPL financial advisor and has 20 years of experience. He is also a US Army veteran and a nurse.

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
Hill Financial Advisors logo
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Hill Financial Advisors

2629 Townsgate Road, Westlake Village, CA 91361
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  • Estate Planning
  • Retirement Planning
  • Insurance Products

Business Description

Hill Financial Advisors is an independent firm serving Thousand Oaks. To help individuals and businesses achieve financial security, it offers saving, mortgage, tax planning, and succession planning services. It also provides insurance, educational plans, investments and asset allocation, and customized wealth planning to address clients’ unique needs. Benjamin and Brandon Hill comprise Hill Financial. Benjamin holds the Chartered Life Underwriter designation and is a member of the Financial Planning Association. Meanwhile, Brandon has been in the financial industry since 1999.

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
Hillcrest Financial Group logo
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Hillcrest Financial Group

515 Marin Street, Thousand Oaks, CA 91360
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Hillcrest Financial Group offers professional financial advice in Thousand Oaks. The independent firm offers a diverse range of services, including financial planning, income distribution strategies, and investment analyses. Its financial advisors educate clients about the options available to them and create customized financial plans to help them make informed decisions. They also provide investment management strategies, such as tactical asset allocation and portfolio design. One of the partners in the firm, Dean Solomon, has an MBA with a focus on Financial Analysis and Valuation.

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
Hippocratic Financial Advisors logo
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Hippocratic Financial Advisors

30700 Russell Ranch Road, Westlake Village, CA 91362
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  • Certified Financial Planner (CFP)

Business Description

Hippocratic Financial Advisors helps the physicians and dentists of Thousand Oaks address insurance and financial planning issues. Having been in the industry for over 15 years, the firm offers a range of financial services, including tax and retirement planning, insurance brokerage, and physician home loans. Its professionals provide on-site financial literacy lectures and strategies for investments and asset protection. Ravi Davis, its CEO and founder, worked in Kaplan Financial prior to establishing the company. He obtained the Certified Financial Planner designation in 2013.

Knightsgate Financial Advisors logo
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Knightsgate Financial Advisors

2945 Townsgate Road, Thousand Oaks, CA 91361
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  • Certified Financial Planner (CFP)

Business Description

Knightsgate Financial Advisors serves clients in Thousand Oaks and the surrounding areas. The firm was founded by Vincent Cowles, who has more than 20 years of experience as a financial professional. He started the company in 2007, with the goal of providing his clients with comprehensive financial planning. The company's other services include business consulting, taxes, and investment advice. It also creates plans for business entities and provides administrative support.

One Capital Management, LLC logo
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One Capital Management, LLC

3075 Townsgate Road, Westlake Village, CA 91361
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

One Capital Management, LLC, is an investment advisory firm established in 2001. Serving clients in Thousand Oaks, it offers private wealth management services such as proprietary wealth forecasting, investment management, and rebalancing. In addition, it provides an array of portfolio management options for families, including legacy planning, family governance and philanthropy, and real estate consulting. It also handles wealth management for professional athletes, firefighters, and members of the police force. With a team of over 50 professionals, the company manages approximately $3 billion in assets.

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
Pence Wealth Management logo
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Pence Wealth Management

990 West 190th Street, Torrance, CA 90502
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Pence Wealth Management is an independent financial advisory firm that services clients in the Thousand Oaks metro and surrounding areas. It helps clients in cash flow analysis, insurance, tax planning, education planning, and business succession planning. In addition, the firm provides advice in estate planning and related issues, such as multi-generational wealth planning, irrevocable life insurance trusts, living trusts, generation-skipping trusts, and will and trust reviews. The firm's president, Laila Pence, has been featured in Forbes Magazine from 2017 to 2020.

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
Professional Planning logo
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Professional Planning

100 East Thousand Oaks Boulevard, Thousand Oaks, CA 91360
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  • Retirement Planning
  • Tax Planning

Business Description

Professional Planning is a financial advisory firm located in Thousand Oaks. Established by Melvyn H. Nachman in 1973, the company helps clients with their financial planning, retirement planning, long-term capital preservation, and wealth management. A financial planner since 1970, Melvyn is also a real estate broker. He supports several charitable organizations, previously serving on the Board of Directors for the Arthritis Foundation, the Board of Directors for the Boys and Girls Club of San Fernando Valley, and the Board of Trustees for Valley Presbyterian Hospital.

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
Sterling Financial Strategies, LLC logo
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Sterling Financial Strategies, LLC

100 North Westlake Boulevard, Westlake Village, CA 91362
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Sterling Financial Strategies, LLC, is an independent wealth management company serving Thousand Oaks and nearby areas. Founded in 2009, it offers financial planning services that focus on asset return generation and market share growth. The firm also works on college planning, money management, and tax planning. It also provides retirement and estate planning services. Owner Alan D. Litvak is a Chartered Financial Consultant and a Certified Financial Planner. He worked at Morgan Stanley for nearly a decade before establishing his own firm under LPL Financial.

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)
The Wealth Collaborative, Inc. logo
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The Wealth Collaborative, Inc.

30699 Russell Ranch Road, Westlake Village, CA 91362
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  • Certified Financial Planner (CFP)

Business Description

The Wealth Collaborative, Inc., is a financial advisory firm serving Thousand Oaks. Its process involves helping clients identify their goals and priorities and designing financial plans that include studies on wealth accumulation, preservation, and transfer. Its president, Jeff Wheeler, has been assisting affluent individuals and families in planning their finances, estates, and taxes for 39 years. Prior to performing financial services and founding the company in 2007, he was practicing law. In 2012, Wheeler was featured in the Financial Planning magazine

West Oak Capital, LLC logo
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West Oak Capital, LLC

2801 Townsgate Road, Thousand Oaks, CA 91361
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  • Private Wealth Advisor

Business Description

West Oak Capital, LLC, helps clients in Thousand Oaks and nearby areas pursue their financial objectives, especially in uncertain economic situations. As an independent registered investment advisor, the firm develops investment solutions that include stocks, bonds, cash, and real estate securities. It also guides clients in estate and tax planning. The firm collaborates with Charles Schwab in safeguarding and managing client assets and portfolios. Its founding partner, Byron Snider, has a degree in economics and an MBA.

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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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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