Find a Financial Planner in Westlake Village, CA

 

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We Only Work With The Best Westlake Village 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 Westlake Village, CA


  • Financial Advisor Close to Westlake Village, 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 Westlake Village Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Westlake Village area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
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 Westlake Village is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
32.9% of Westlake Village'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 Westlake Village area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Westlake Village area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Westlake Village area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Westlake Village area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Westlake Village 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 is a good way to make high-interest debts more manageable. Advisors in the Westlake Village area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Westlake Village, 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 Westlake Village, CA

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

  • Population: 8,358
  • % of Population 62 Years and Over: 32.9%
  • Average Home Value: $970,400
  • Average Monthly Housing Cost: $2,595
  • Average Household Income: $206,559
  • 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 Westlake Village, 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