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Best Financial Advisors in Thousand Oaks, CA

Our Recommended Top 15

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

44Reviewed

32Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Thousand Oaks, CA
Free Consultation

Expertise.com Rating

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
  • Investment Management
  • Retirement Planning
  • Financial Planning

Thousand Oaks, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Thousand Oaks? 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.

275 East Hillcrest Drive, Thousand Oaks, CA 91360

Why choose this provider?

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."

  • Retirement Planning
  • Tax Planning

990 West 190th Street, Torrance, CA 90502

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

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

2801 Townsgate Road, Thousand Oaks, CA 91361

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Why choose this provider?

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.

  • Private Wealth Advisor

3323 Old Conejo Road, Thousand Oaks, CA 91320

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

3075 Townsgate Road, Westlake Village, CA 91361

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

3625 East Thousand Oaks Boulevard, Thousand Oaks, CA 91362

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

30699 Russell Ranch Road, Westlake Village, CA 91362

Why choose this provider?

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

  • Certified Financial Planner (CFP)

515 Marin Street, Thousand Oaks, CA 91360

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

3390 Auto Mall Drive, Westlake Village, CA 91362

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

100 North Westlake Boulevard, Westlake Village, CA 91362

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

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.

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

2945 Townsgate Road, Thousand Oaks, CA 91361

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

2629 Townsgate Road, Westlake Village, CA 91361

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Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

30700 Russell Ranch Road, Westlake Village, CA 91362

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Thousand Oaks, CAFree Consultation
Forthright Finances
275 East Hillcrest Drive, Thousand Oaks, CA 91360
Pence Wealth Management
990 West 190th Street, Torrance, CA 90502
West Oak Capital, LLC
2801 Townsgate Road, Thousand Oaks, CA 91361
Financial Pointe
3323 Old Conejo Road, Thousand Oaks, CA 91320
One Capital Management, LLC
3075 Townsgate Road, Westlake Village, CA 91361
GuideWell Financial
3625 East Thousand Oaks Boulevard, Thousand Oaks, CA 91362
The Wealth Collaborative, Inc.
30699 Russell Ranch Road, Westlake Village, CA 91362
Hillcrest Financial Group
515 Marin Street, Thousand Oaks, CA 91360
Alliance Advisory & Securities, Inc.
3390 Auto Mall Drive, Westlake Village, CA 91362
Sterling Financial Strategies, LLC
100 North Westlake Boulevard, Westlake Village, CA 91362
Knightsgate Financial Advisors
2945 Townsgate Road, Thousand Oaks, CA 91361
Hill Financial Advisors
2629 Townsgate Road, Westlake Village, CA 91361
Hippocratic Financial Advisors
30700 Russell Ranch Road, Westlake Village, CA 91362

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.

  • Is it wise in Thousand Oaks to invest money in a company that is doing exceptionally well while holding to the stock indefinitely?

    No, it is not wise in Thousand Oaks to invest money in a company that is doing exceptionally well and then hold the stock indefinitely. It is advisable to review the stock's performance over time and to sell before it fails. No company is too big to crash, and it is preferable to shift cash elsewhere instead of staying on a sinking ship.

  • What are the telltale signs that someone has trouble with debt in Thousand Oaks?

    An individual in Thousand Oaks has credit trouble once debts are being used to pay off other debts. It is also a warning sign when a person is buying items that would otherwise not have been purchased with cash. The overuse of credit cards for basic needs like groceries or bills indicates a lack of liquidity.

  • When is a good time to retire in Thousand Oaks?

    In Thousand Oaks and California, a good time to retire is when a person has enough savings and projected income to do so. One should inventory the social security and investments in a person's name and see if there is enough to support a desired lifestyle after work. All major expenses also need to be ironed out, such as major house fixes.

  • Why should insurance and investments not be mixed in Thousand Oaks?

    In Thousand Oaks, insurance and investments are different products for unrelated purposes. While both involve the payment of money for a benefit at a later date, with insurance, there are strict rules as to when the proceeds can be withdrawn and there are strict penalties for early withdrawal. Investments like stocks and bonds can be sold off with far fewer issues.

  • What economic factors should residents of Thousand Oaks look into when moving across state lines?

    Residents of Thousand Oaks should take note of economic factors such as healthcare coverage, inheritance, and taxation laws when moving across state lines. California, for instance, has a state income tax, while places such as Texas do not. Medicare coverage under part D is anchored to residency, and succession concerns are also affected by different family laws across various jurisdictions.

  • 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.