Find a Financial Planner in Ventura County, CA

 

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

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We Only Work With The Best Ventura County 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 Ventura County, CA


  • Financial Advisor Close to Ventura County, 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 Ventura County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Ventura County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Ventura County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.5% of Ventura County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Ventura County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Ventura County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Ventura County area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Ventura County 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 Ventura County 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 Ventura County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 847,263
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $601,800
  • Average Monthly Housing Cost: $1,941
  • Average Household Income: $115,600
  • 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 Ventura County, CA


ONE CAPITAL MANAGEMENT, LLC

Website

(805) 409-8150

3075 Townsgate Road
Suite 350
Westlake Village, CA 91361

SEC#: 801-60483
Years in Business: 19 years

OAK ASSET MANAGEMENT, LLC

Website

(805) 778-0818

2535 Townsgate Road
Suite 300
Westlake Village, CA 91361

SEC#: 801-110296
Years in Business: 4 years

NBS FINANCIAL SERVICES, INC.

Website

(805) 497-2497

340 N Westlake Blvd
Ste 112
Westlake Village, CA 91362

SEC#: 801-21123
Years in Business: 37 years

FISCHER INVESTMENT STRATEGIES, LLC

Website

(805) 418-7686

920 Hampshire Road
Suite A-2
Westlake Village, CA 91361

SEC#: 801-116986
Years in Business: 1 years

CEDARSTONE ADVISORS

Website

(888) 571-5582

2945 Townsgate Road
Suite 200
Westlake Village, CA 91361

SEC#: 801-112625
Years in Business: 3 years

SUMMIT FINANCIAL CONSULTANTS, INC.

Website

(805) 418-4565

3075 Townsgate Rd.
Suite 180
Westlake Village, CA 91361

SEC#: 801-85186
Years in Business: 6 years

MANCHESTER FINANCIAL INC

Website

(805) 495-4405

2815 Townsgate Road
Suite 100
Westlake Village, CA 91361

SEC#: 801-37370
Years in Business: 30 years

ALLIANCE ADVISORY & SECURITIES, INC

Website

(805) 371-8020

3390 Auto Mall Drive

Westlake Village, CA 91362

SEC#: 801-67105
Years in Business: 14 years

THE WEALTH COLLABORATIVE, INC.

Website

(818) 577-1180

30699 Russell Ranch Road
Suite 185
Westlake Village, CA 91362

SEC#: 801-68456
Years in Business: 13 years

ZEPHYR INVESTMENT MANAGEMENT

Website

(805) 496-6810

3625 E. Thousand Oaks Blvd.
Suite 145
Westlake Village, CA 91362

SEC#: 801-118365
Years in Business: 1 years