Laurels

Best Financial Advisors in Ventura
2022

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.

Reviewed Curated Top Picks 33 23 10

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.

Read more about our selection process

Richard S. Jeffery, CFP

  • 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.

3585 Maple Street Suite 144
Ventura, CA 93003

Website

Sequential Financial Designs

  • 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.

121 North Fir Street Suite A
Ventura, CA 93001

Website