Best Financial Advisors in Thousand Oaks

2021

We scored 45 Financial Advisors in Thousand Oaks, CA and Picked the Top 16

Here are the Picks:

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.

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.

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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."

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275 East Hillcrest Drive
Thousand Oaks, CA 91360

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(424) 258-4460 Website

Estate Planning
Retirement Planning
Tax Planning

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.

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100 East Thousand Oaks Boulevard
Thousand Oaks, CA 91360

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(630) 873-8520 Website

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.

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25 West Rolling Oaks Drive
Thousand Oaks, CA 91361

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(805) 494-8181 Website

Certified Financial Planner (CFP)

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.

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3625 East Thousand Oaks Boulevard
Thousand Oaks, CA 91362

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(805) 494-5094 Website

Estate Planning
Insurance Products
Retirement Planning

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.

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2629 Townsgate Road
Westlake Village, CA 91361

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(805) 449-1132 Website

Estate Planning
Retirement Planning
Tax Planning

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.

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515 Marin Street
Thousand Oaks, CA 91360

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(805) 373-8686 Website