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Best Financial Advisors in Thousand Oaks

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2023
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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

Thousand Oaks, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

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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Thousand Oaks, CA

Business Description

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

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3390 Auto Mall Drive, Westlake Village, CA 91362
  • 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

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3323 Old Conejo Road, Thousand Oaks, CA 91320
  • 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

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275 East Hillcrest Drive, Thousand Oaks, CA 91360
  • 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."

GuideWell Financial logo
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GuideWell Financial

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3625 East Thousand Oaks Boulevard, Thousand Oaks, CA 91362
  • 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

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2629 Townsgate Road, Westlake Village, CA 91361
  • 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

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515 Marin Street, Thousand Oaks, CA 91360
  • 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

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30700 Russell Ranch Road, Westlake Village, CA 91362
  • 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

Knightsgate Financial Advisors

2945 Townsgate Road, Thousand Oaks, CA 91361
  • 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

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3075 Townsgate Road, Westlake Village, CA 91361
  • 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

Pence Wealth Management

990 West 190th Street, Torrance, CA 90502
  • 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
Sterling Financial Strategies, LLC logo

Sterling Financial Strategies, LLC

100 North Westlake Boulevard, Westlake Village, CA 91362
  • 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.

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30699 Russell Ranch Road, Westlake Village, CA 91362
  • 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

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2801 Townsgate Road, Thousand Oaks, CA 91361
  • 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

Frequently Asked Questions

  • 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.

  • 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.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.