Best Financial Advisors in Ventura

2022

We scored 33 Financial Advisors in Ventura, CA and Picked the Top 10

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

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+

Financial Planning

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.

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

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(805) 620-4700 Website

Estate Planning
Insurance Products
Retirement Planning

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.

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

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(805) 973-5908 Website

Estate Planning
Wealth Management
Financial Planning
Tax Planning

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.

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1106 S Seaward Ave
Ventura, CA 93001

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(805) 766-1715 Website

Tax Preparation

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.

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290 Maple Court, Suite 240
Ventura, CA 93003

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(805) 642-2495 Website

Financial Planning
Certified Financial Planner (CFP)

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.

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3585 Maple Street Suite 144
Ventura, CA 93003

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(805) 644-1224 Website

Wealth Management
Financial Planning

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.

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121 North Fir Street Suite A
Ventura, CA 93001

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(805) 643-7600 Website

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

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.

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

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(805) 278-3633 Website