Find a Financial Planner 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.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Calabasas Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Calabasas area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Calabasas, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
22.4% of Calabasas's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Calabasas area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Calabasas area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Calabasas area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Calabasas area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Calabasas area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Calabasas area when dealing with high-interest credit card debt and private student loans.

 

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: 22 years

PLANNED ASSET MANAGEMENT

Website

(818) 708-6888

26135 Mureau Road, Suite 201

Calabasas, CA 91302

SEC#: 801-25709
Years in Business: 35 years

LEGACY WEALTH PARTNERS INC.

Website

(818) 995-7733

4500 Park Granada
Suite 201
Calabasas, CA 91302

SEC#: 801-108370
Years in Business: 4 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: 14 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: 5 years