Best Financial Advisors in Ventura, CA

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.

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.

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.

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.

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.

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.

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.

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.

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.