Fiduciary Financial Advisors in Thousand Oaks, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 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 Financial Advisor in Thousand Oaks, CA Help You?

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.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Thousand Oaks, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 11400 W. Olympic Blvd., Suite 170, Los Angeles, CA 90064


Top Financial Advisors Serving Thousand Oaks, CA

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:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Thousand Oaks, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.