Laurels

Best Financial Advisors in Thousand Oaks
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Thousand Oaks 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 45 33 16

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

Forthright Finances

  • Retirement Planning
  • Tax Planning

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."

275 East Hillcrest Drive
Thousand Oaks, CA 91360

Website

Goyette Financial Planning

  • Certified Financial Planner (CFP)

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.

25 West Rolling Oaks Drive
Thousand Oaks, CA 91361

Website

Hippocratic Financial Advisors

  • Certified Financial Planner (CFP)

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.

30700 Russell Ranch Road
Westlake Village, CA 91362

Website

Knightsgate Financial Advisors

  • Certified Financial Planner (CFP)

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.

2945 Townsgate Road
Thousand Oaks, CA 91361

Website

Sterling Financial Strategies, LLC

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

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.

100 North Westlake Boulevard
Westlake Village, CA 91362

Website

The Wealth Collaborative, Inc.

  • Certified Financial Planner (CFP)

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

30699 Russell Ranch Road
Westlake Village, CA 91362

Website

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