Find a Financial Planner in Thousand Oaks, CA

 

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We Only Work With The Best Thousand Oaks 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 Financial Times, Investor.com, Forbes, and Barron’s

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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

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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 Thousand Oaks, CA


  • Financial Advisor Close to Thousand Oaks, 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 Thousand Oaks Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Thousand Oaks area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Thousand Oaks offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
22.8% of Thousand Oaks'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 Thousand Oaks area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Thousand Oaks area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Thousand Oaks area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Thousand Oaks area is generally long-term and performed with the help of a qualified planner. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Thousand Oaks area, 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 Thousand Oaks area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 127,873
  • % of Population 62 Years and Over: 22.8%
  • Average Home Value: $738,100
  • Average Monthly Housing Cost: $2,318
  • Average Household Income: $145,052
  • 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 Thousand Oaks, CA


IBN ASSET MANAGEMENT, LLC

Website

(805) 277-4738

463 Pennsfield Place,
Suite 201
Thousand Oaks, CA 91360

SEC#: 801-118749
Years in Business: 1 years

GKV CAPITAL MANAGEMENT CO INC

Website

(805) 497-2616

299 W Hillcrest Drive
Suite 119
Thousand Oaks, CA 91360

SEC#: 801-11341
Years in Business: 45 years

DE GROOTE FINANCIAL GROUP, LLC

Website

(805) 230-0111

3013 Willow Lane

Thousand Oaks, CA 91361

SEC#: 801-78358
Years in Business: 8 years

PACIFIC FINANCIAL STRATEGIES, INC

Website

(818) 991-7794

223 E. Thousand Oaks Blvd., Suite 403

Thousand Oaks, CA 91360

SEC#: 801-70849
Years in Business: 11 years

MFA WEALTH SERVICES

Website

(805) 496-5474

100 E. Thousand Oaks Blvd.
#258
Thousand Oaks, CA 91360

SEC#: 801-108548
Years in Business: 4 years

PROFESSIONAL PLANNING

Website

(805) 446-4601

100 East Thousand Oaks Blvd,
#150
Thousand Oaks, CA 91360

SEC#: 801-57077
Years in Business: 21 years

BALL & COMPANY

Website

(805) 376-2779

1000 Newbury Road
Suite 205
Thousand Oaks, CA 91320

SEC#: 801-78146
Years in Business: 8 years