Expertise.com

2024

Last updated:

Best Financial Advisors in Ventura

Our Recommended Top 11

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Ventura Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34Reviewed

24Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Ventura, CA
Free Consultation

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Why choose this provider?

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Ventura, CA

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Why choose this provider?

Need help contacting a Financial Advisor in Ventura? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

300 E. Esplanade Dr., Suite 1950, Oxnard, CA 93036

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Review Sources

Google
5.0 (1)

Why choose this provider?

Lincoln Financial Advisors caters to clients in Ventura. One of its associates, Abiel Acosta, is a Certified Financial Planner providing business, retirement, and estate planning services. His business planning solutions include assisting clients in creating plans to protect the future of their business and their financial independence. He serves as a member and the former president of Business Network International. Acosta also volunteered for the Young Leaders Society. The firm also offers insurance products, including life, long-term care, and disability coverage.

  • Estate Planning
  • Insurance Products
  • Retirement Planning

300 E. Esplanade Dr, 10th 10th Floor, Oxnard, CA 93036

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Why choose this provider?

The Hopps Group serves Ventura and its surrounding areas. It provides comprehensive financial advisory services and wealth management solutions to clients who want lasting financial security and are seeking to pass their financial legacy to their families and charities. Its services include cash management, estate planning strategies, and professional portfolio management. The firm also offers alternative investment options and lending products. Senior partner Lydia Hopps has been in the industry for over two decades. She serves as the president of the Community Memorial Healthcare Foundation.

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

121 North Fir Street Suite A, Ventura, CA 93001

Why choose this provider?

Sequential Financial Designs provides wealth management and planning services for clients around Ventura. It employs the SWAN (Sleep Well At Night) Investing approach, which helps clients make comfortable financial decisions by establishing goals and assessing risks. Owner Merle R. Divita is a Certified Financial Planner and a Certified Investment Management Analyst who has been serving in the financial industry for over 30 years. She is also a certified facilitator for the Women’s Financial Information Program of the AARP’s National Women’s Initiative.

  • Financial Planning
  • Wealth Management

60 S. California St., Suite 301, Ventura, CA 93001

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Why choose this provider?

Serving Ventura and surrounding communities, John Kennedy is a Chartered Financial Analyst at D.A. Davidson Companies. He offers a wide range of financial planning services for individuals, families, executives, businesses, and institutions, which cover insurance, estates, retirement, and trusts. The comprehensive plans for clients include investments, wealth and estate planning, and portfolio management. With more than 20 years of industry experience, Kennedy has extensive experience in strategic management consulting and corporate finance. He also assists high-net-worth clients and companies across the globe.

  • Financial Planning

3585 Maple Street Suite 144, Ventura, CA 93003

Why choose this provider?

Richard S. Jeffery, CFP, offers financial advice to clients in the Ventura area. He helps individuals and families manage their money to meet current and future goals. This service includes setting up college funds and retirement plans that provide stable and sufficient income for a client's golden years. Jeffery also helps select life and long-term-care insurance and assists clients in investments like IRAs, treasury bills, stocks, and bonds. He has been a Certified Financial Planner since 1989.

  • Certified Financial Planner (CFP)
  • Financial Planning

196 S Fir Street, Ste 140,, Ventura, CA 93001

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Review Sources

Facebook
5.0 (12)
Google
3.7 (3)

Why choose this provider?

Integrity Wealth Advisors is a local firm serving individuals, families, and businesses in Ventura. It carries out a financial planning process that includes acquiring the essential data for analysis, calculating the risk of the client's present investment portfolio, and monitoring the implemented financial strategy to determine whether it requires revisions or rebalancing. Its team of advisors educates clients about healthy investment practices throughout the process. The company also offers assistance with investment management issues such as diversification, liquidity, and expense and tax minimization.

  • Certified Financial Planner (CFP)

290 Maple Court, Suite 240, Ventura, CA 93003

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Review Sources

Google
5.0 (2)
Yelp
5.0 (1)

Why choose this provider?

Morgan, Daggett & Wotman LLP helps the people of Ventura improve their financial well-being. The full-service accounting firm assists clients in building their wealth through tax and financial planning. The business also helps clients review an investment idea and offers recommendations to maximize their after-tax returns. In addition, the firm provides divorce tax, retirement, and estate planning services. Morgan, Daggett & Wotman handles financial matters for business owners, including business sales and acquisition, expansion, and succession planning.

  • Tax Preparation

2775 North Ventura Road Suite 207, Oxnard, CA 93036

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Why choose this provider?

Hardworking Capital is an investment management and financial planning company that serves Ventura. It provides estate, insurance, tax, and lifestyle advice tailored to its clients’ needs to help them live the life they worked hard for. In addition, it assists in managing their potential income sources, including personal savings, investments, retirement plans, and Social Security, to prepare them for a successful retirement. Hardworking Capital also handles constructing investment portfolios and analyzes potential risks. Matt Mellier, the company's managing partner, is a Certified Financial Planner.

  • Financial Planning

1106 S Seaward Ave, Ventura, CA 93001

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Google
5.0 (5)

Why choose this provider?

Maranantha Financial serves the needs of individuals and families in Ventura and its neighboring communities. The financial planning firm provides comprehensive and personalized wealth management solutions to a broad range of clients, handling matters related to cash flow and investment management and education and retirement planning. Clients are also assisted with estate planning, risk management, and tax planning. Founding lawyer Michael Anderson has been a Certified Financial Planner since 2010. He has a podcast, "The Big Idea Show" that can be found on the website.

  • Estate Planning
  • Tax Planning
  • Financial Planning

FAQs

  • 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.

  • What should you do when planning your retirement in Ventura?

    When preparing to retire in Ventura, your primary goal should be to begin accumulating enough assets to provide adequate income to cover your expenses during the retirement period. During the planning period, you should consider future factors that may affect your assets, such as inflation, healthcare costs, and increased longevity.

  • Why is it necessary to set goals when developing a financial plan in Ventura?

    A realistic goal is required to establish a solid foundation for a financial plan in Ventura. The goals could be related to philanthropic endeavors, retirement income needs, estate planning, or even your children's education. Local financial advisors can assist you in developing a plan tailored to your specific goals. They can accomplish this by closely collaborating with you and modifying your plan as needed.

  • What are the eligibility requirements for Social Security benefits in Ventura for divorced individuals?

    If you and your spouse divorce in Ventura, you may be eligible for Social Security benefits based on your ex-spouse's work history. To be eligible for these benefits, you must be at least 62 years old, divorced for at least two years, married to your ex-spouse for at least 10 years, and not be entitled to a higher Social Security payment based on your own work history.

  • Which of your family members in Ventura can qualify for Social Security benefits?

    Your extended family members may be eligible for payments once you begin receiving Social Security benefits in Ventura. Unmarried children under the age of 18, as well as those between the ages of 18 and 19, are eligible, as long as they are enrolled full-time in a secondary school. Widows and widowers are also eligible for these benefits, but only if they are 60 or older.

  • What does special situation planning involve in Ventura, and what items are included in this plan?

    A special situation plan in Ventura is intended to help you prepare for major expenses from the start. Future weddings, second homes, medical bills, business ventures, and international travel are just a few examples of these one-of-a-kind circumstances. In addition, the plan addresses other critical issues such as caring for an elderly parent, performing home repairs, and indulging in enjoyable toys.

  • 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.