Find a Financial Planner in Thousand Oaks, CA


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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.


Without Advisor

With Advisor

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


Thousand Oaks, CA, Financial Advisor FAQs

Personal financial advisors are like doctors for your finances. They help clients manage their savings and financial assets through a variety of methods, from general advice to direct investment portfolio management. Clients often come to financial advisors with a savings goal in mind, such as buying a house or car or putting a child through college. Advisors then meet with clients and help them plan out a way to get from Point A to Point B. Financial advisors often live and work in the same areas as their clients, developing strong trust among their local client base. This is important as many advisor/client relationships can often last years. Robo-advisors are computer algorithms which generate basic investment advice and a portfolio template depending on information that the client gives them.
Located on the border of Los Angeles and Ventura counties, Thousand Oaks is the gateway between the northern suburbs of Los Angeles and the exurbs of Ventura County. It is named for the many Oak Trees located around the sleepy residential town. It is known for its strong middle class and for the way the community banded together in the wake of a horrific shooting at a Thousand Oaks bar and wildfires soon after that in November 2018. Financial Advisors who serve Thousand Oaks also serve: Santa Monica, Culver City, Downtown LA, Pasadena, Burbank, Encino, and Brentwood.


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



(805) 277-4738

463 Pennsfield Place,
Suite 201
Thousand Oaks, CA 91360

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



(805) 497-2616

299 W Hillcrest Drive
Suite 119
Thousand Oaks, CA 91360

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



(805) 230-0111

3013 Willow Lane

Thousand Oaks, CA 91361

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



(818) 991-7794

223 E. Thousand Oaks Blvd., Suite 403

Thousand Oaks, CA 91360

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



(805) 496-5474

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

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



(805) 446-4601

100 East Thousand Oaks Blvd,
Thousand Oaks, CA 91360

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



(805) 376-2779

1000 Newbury Road
Suite 205
Thousand Oaks, CA 91320

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