Find a Financial Advisor in Calabasas, CA

 

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We did the hard work of finding trustworthy partners in Calabasas, CA.

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We Only Work With The Best Calabasas Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Calabasas, CA


  • Financial Advisor Close to Calabasas, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Calabasas, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Calabasas, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Calabasas financial advisors.
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How Retirement-Friendly is Calabasas, CA?

  • Population: 23,988
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $1081,700
  • Average Monthly Housing Cost: $2,873
  • Average Household Income: $201,446
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Calabasas, CA

 

QUANTITATIVE STRATEGIES, INC.

Website

(818) 708-6888

26135 Mureau Road, #201

Calabasas, CA 91302

SEC#: 801-60783
Years in Business: 19 years

HEARTHSTONE INC., A CALIFORNIA CORPORATION

Website

(818) 385-0005

24151 Ventura Blvd., Suite 150

Calabasas, CA 91302

SEC#: 801-55793
Years in Business: 23 years

PLANNED ASSET MANAGEMENT

Website

(818) 708-6888

26135 Mureau Road, Suite 201

Calabasas, CA 91302

SEC#: 801-25709
Years in Business: 36 years

LEGACY WEALTH PARTNERS INC.

Website

(818) 995-7733

4500 Park Granada
Suite 201
Calabasas, CA 91302

SEC#: 801-108370
Years in Business: 5 years

KRANE FINANCIAL SOLUTIONS

Website

(310) 989-0934

23548 Calabasas Rd.
Suite 207
Calabasas, CA 91302

SEC#: 801-71344
Years in Business: 11 years

MORTON CAPITAL MANAGEMENT, LLC

Website

(818) 222-4727

27200 Agoura Road, Suite 200

Calabasas, CA 91301

SEC#: 801-67025
Years in Business: 15 years

LINDBROOK CAPITAL, LLC

Website

(424) 208-8000

23975 Park Sorrento
Suite 230
Calabasas, CA 91302

SEC#: 801-72193
Years in Business: 10 years

TRIAGEN WEALTH MANAGEMENT LLC

Website

(818) 732-8553

23801 Calabasas Road
Suite 1010
Calabasas, CA 91302

SEC#: 801-118681
Years in Business: 1 years

MREC MANAGEMENT, LLC

Website

(310) 929-4600

23975 Park Sorrento
Suite 420
Calabasas, CA 91302

SEC#: 801-106735
Years in Business: 6 years

 


Calabasas, CA Financial Advisor FAQs

Financial advisors help clients diagnose their financial health and develop plans uniquely tailored to their situation in order to leverage their savings. Clients often come to personal financial advisors with the goal of saving up for a major purchase such as a house or car or an even loftier goal such as retirement. Advisors can qualify themselves to help clients in all sorts of ways from general financial advice to direct management of clients’ investment portfolios. Many financial advisors live and work in the same areas as their client base. This allows them to strengthen trust and communication with their clients, as many advisor/client relationships last for years. Additionally, robo-advisors are computer algorithms which can spew general investment advice and build a sample portfolio.
A small residential community in the San Fernando Valley, Calabasas is nestled next to the Santa Monica Mountains and is easily accessible off the 101 Freeway between Los Angeles and Ventura. It is home to a commercial service-based economy including several sports training centers. Several celebrities have lived in the area, including Justin Bieber and Kanye West. Kobe Bryant’s Mamba Sports Academy is headquartered in Calabasas. It was near there where his personal helicopter crashed into a hillside in January 2020, killing him and all eight other people on board. Financial advisors who serve Calabasas also serve: Woodland Hills, Thousand Oaks, Santa Monica, Culver City, Downtown LA, Pasadena, Burbank, Encino, Brentwood, Beverly Hills, Playa Del Rey, Venice Beach, Studio City, and Los Angeles.