Best Financial Advisors in Thousand Oaks 2022
We scored 46 Financial Advisors in Thousand Oaks and Picked the Top 17
Here are the Picks:
SmartAdvisor by SmartAssetFeatured
Alliance Advisory & Securities, Inc.
Financial Pointe
Forthright Finances
Forum Financial Management, LP
Goyette Financial Planning
GuideWell Financial
Hill Financial Advisors
Hillcrest Financial Group
Hippocratic Financial Advisors
Knightsgate Financial Advisors
One Capital Management, LLC
Pence Wealth Management
Professional Planning
Sterling Financial Strategies, LLC
The Wealth Collaborative, Inc.
West Oak Capital, LLC
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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.
Alliance Advisory & Securities, Inc.
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.
Financial Pointe
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.
Forthright Finances
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."
Forum Financial Management, LP
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.
Goyette Financial Planning
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
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.
Hill Financial Advisors
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.
Hillcrest Financial Group
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.
Hippocratic Financial Advisors
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
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
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.
Pence Wealth Management
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.
Professional Planning
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.
Sterling Financial Strategies, LLC
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.
The Wealth Collaborative, Inc.
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
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.