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Find Top Financial Advisors in Calabasas, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Calabasas, California
Last Updated - 13-May-2022

Calabasas has 9 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Calabasas , California have an average of 18 years of experience.

NOTE: The list of financial advisors in Calabasas , California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Calabasas , California .

Qualified Financial Advisors in Calabasas, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ira Zito
CFP®, ChFC®
FINANCIAL PEAK
5850 Canoga Ave., Suite 400,
Woodland Hills, CA 91367
24 Not Specified $50,000 Fee-Based
Alano Massi
CFP®
PALM CAPITAL MANAGEMENT
23622 Calabasas Road, Suite 102,
Calabasas, CA 91302
15 $100mm Not Specified Fee-Based
Andrew Eddy
CFP®, ChFC®, AIF®, CLU®
EDDY FINANCIAL, LLC
100 Wilshire Blvd,
Santa Monica, CA 90401
Not Disclosed Not Specified Not Specified Not Specified
Paul Taghibagi
CFP®
SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC
2121 Avenue of the Stars,
Los Angeles, CA 90067
29 $583,000,000 $500,000 Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
---,
Los Angeles, CA 90012
11 $15,000,000,000 $100,000 Fee-Based
Sasha Shteyn
CFP®
EDELMAN FINANCIAL ENGINES, LLC
225 South Lake Avenue,
Pasadena, CA 91101
20 Not Specified Not Specified Fee-Based
Corey Fast
CFP®
EDELMAN FINANCIAL ENGINES, LLC
2400 E. Katella Ave.,
Anaheim, CA 92806
14 Not Specified Not Specified Fee-Based
Michael Jensen
CFP®
FALCON WEALTH PLANNING, INC.
2030 Main St,
Irvine, CA 92614
10 $75,000,000 $250,000 Fee-Only
James Peters
Chartered Financial Consultant (ChFC®)
CENTAURUS FINANCIAL
18662 Macarthur Blvd,
Irvine, CA 92612
21 20,000,000 25,000 Fee-Based

Information on Qualified Financial Advisors in Calabasas

Qualifications CRD# 2621037
FirmCRD# 318061
Series 7, 9, 10, 63, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 5850 Canoga Ave., Suite 400,
Suite 400,
Woodland Hills,
CA
91367
Phone Number 818-639-9278

Originally from Long Island, Ira put himself through college earning a Master of Business Administration from Long Island University, Bachelor of Science in Economics and Accounting from State University of New York at Oneonta and through the Specialized College education for Financial Planning mastered the courses to obtain the CERTIFIED FINANCIAL PLANNER Professional designation - CFP® and the Chartered Financial Consultant - CHFC. He is a member of the Financial Planning Association and the Financial Services Institute.

About Financial Peak

As a financial advisor, I play a role in your life's most meaningful moments. You trust me to assess your needs, understand your concerns, and offer the most relevant recommendations to address your unique situation. I do not take your trust lightly and strive to earn it every day. I am supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind - your success. I think it is important that I introduce them to you. I am affiliated with SagePoint Financial, an independent wealth management firm that provides me with back office, technology, regulatory and operational support. Founded in 1970, SagePoint Financial is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. My affiliation with the firm empowers me to put your interests first with objective, carefully considered offerings - with no obligation to promote any particular investment. SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the country.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6259423
FirmCRD# 151367
Series 65

Compensation/Fee Fee-Based


Office Location 23622 Calabasas Road, Suite 102,
Calabasas,
CA
91302
Phone Number 805-727-2700

Alano became a financial planner to combine his love of economics with a commitment to help individuals and families grow and preserve their wealth. As Managing Director at Palm Capital Management based in Calabasas, CA, Alano assists many individuals and families living across the United States with their financial planning and investment management. Alano is a CERTIFIED FINANCIAL PLANNER" practitioner, holds a Bachelor of Arts in Communication Studies from the University of San Diego, a Master of Business Administration in Finance from Pepperdine University, a Series 65 securities license, a certification for life, accident and health insurance, and is a member of the Financial Planning Association®. Alano has contributed to the following prominent financial publications: Fox Business News, Forbes, Investopedia, Yahoo Finance, TD Ameritrade's TickerTape, LendingTree, and BankRate. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. Alano also provides strategic advice in alternative investments including real estate, hedge funds, private equity, structured products, and derivatives for qualified clients. Alano strongly believes in investing alongside his clients, and his success is determined by the performance of his clients portfolios. Alano charges a competitive flat annual fee for his services and does not receive any commissions for security trade executions.

About Palm Capital Management

Palm Capital Management is a financial planning and investment advisory firm (a d/b/a of Dynamic Wealth Advisors CRD #151367). Our firm specializes in the management of investment accounts for individuals, families, and small businesses. We are independent fiduciary financial advisors, therefore legally obligated to act in the best interests of our Clients at all times.

Advisory Services Provided:

Financial Advice & Consulting


Qualifications CRD# 3000011
FirmCRD# 290208


Office Location 100 Wilshire Blvd,
Suite 700,
Santa Monica,
CA
90401
Phone Number 310-451-3339

I've always had a passion for managing the details.Having been an executive with large multinational corporations as well as small tech startups, I understand the complexity of stock options, deferred compensation packages, and many other financial issues that confront executives. Being a parent, I understand the issues around education funding for my kids as well as funding my own retirement. Being a son and grandson, I understand the challenges with managing required retirement distributions from qualified retirement vehicles by my parents and grandparents. To read my full bio, click here. Call (310) 451-3339 or click here to schedule a complimentary consultation with Andrew.

About Eddy Financial, LLC

Eddy Financial is a wealth management advisory firm based in Santa Monica, CA. As a boutique firm, we provide tailored comprehensive investment services to individuals and businesses across the country. One of our top tier providers is available to less than 2% of investment professionals. They are a pioneer of quantitatively oriented investment philosophy rooted in rigorous academic research that pursue returns through advanced portfolio design, management, and trading. We have worked with this partner for over a decade. We believe this partnership is indicative of the top flight providers we seek out and collaborate with to provide best in class solutions for our clients.


Qualifications CRD# 2075689
FirmCRD# 468
Series 6, 7, 22, 24, 63

Compensation/Fee Fee-Based


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA
90067
Phone Number 310-712-2323

Paul Taghibagi, CFP®, AIF® is a Founding Partner with SEIA. He is one of the four founding partners, who share over two decades of teamwork together. He is a Partner with Signature Comprehensive Insurance Services, LLC (SCIS). Paul has been in the securities industry since 1990. He is a member of the Financial Planning Association of Los Angeles and also serves on the Investment Committee for SEIA. Paul resides in Santa Monica, California. He enjoys sports, traveling and spending time in the local community with his family and friends. Paul received his Bachelor of Arts degree in Business Economics with honors from the University of California, Santa Barbara. He received his CERTIFIED FINANCIAL PLANNER certification in 1993, after completing the CFP® professional education program through the College of Financial Planning. Paul also has earned the Accredited Investment Fiduciary® (AIF®) professional designation conferred by Fiduciary360, receiving formal training in investment fiduciary responsibility. He is a licensed insurance agent (CA Ins. License #0798553).

About Signature Estate & Investment Advisors, LLC

Welcome to Signature Estate & Investment Advisors, LLC. Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements. Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client. Confidential, unbiased, high quality financial advice is the core of our wealth management strategies.


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Los Angeles,
CA
90012
Phone Number 650-556-1310

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Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 4453802
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 225 South Lake Avenue,
Suite 1185,
Pasadena,
CA
91101
Phone Number 626-768-2972

As a financial planning professional, I recognize that my role is not only that of an advisor, but also a coach, confidante and friend. My goal is to improve my clients' financial well-being and help them to achieve quality of life now and in retirement by tailoring meaningful solutions to their unique situations. Outside of work, I enjoy spending time with my husband, son and daughter. We love to travel, explore new places, read, learn, stay active and spend time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4866465
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2400 E. Katella Ave.,
Suite 410,
Anaheim,
CA
92806
Phone Number 714-841-0982

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2005. Successfully completed the Series 6, 7, 63, 65 and 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor of Science in Technology, Bowling Green State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5848722
FirmCRD# 174092
Series 7, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 2030 Main St,
13th Floor,
Irvine,
CA
92614
Phone Number 855-963-2526

Michael Jensen has been helping individuals and families meet their financial goals for 10 years. He is the Managing Director of Falcon Wealth Planning where he works directly with clients and leads the team in Falcon's Irvine offices. Michael aligns his clients' life and wealth by helping them navigate all critical financial events to make informed financial decisions to live the life they want. As a CFP®, he aims to take the mystery out of retirement by answering questions with a direct, personalized approach. Prior to joining Falcon Wealth Planning, Michael served as a Wealth Advisor for a national financial planning firm. He began working as an advisor for Merrill Lynch after graduating from the University of Southern California (USC) Marshall School of Business. Michael takes on pro bono financial planning engagements aimed to help people who are behind on retirement savings or burdened by debt to improve their quality of life and put them on a path towards financial independence. Outside of work he is an avid sports fan, enjoys playing golf and spending time with friends and family. Michael lives in Laguna Niguel, California with his wife Brooke and goldendoodle Kaia.

About Falcon Wealth Planning, Inc.

Raise Your Expectations Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER Professionals who help clients across the country. ABOUT FALCON WEALTH Most people do not know what to do with their money. They don't want to make risky decisions, pay high fees, or invest in products that are not tax beneficial. The financial planning industry doesn't make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale. Falcon Wealth Planning is different. WE DON'T TRY TO SELL YOU ANYTHING OR CHARGE HIDDEN FEES. TRUST. TRANSPARENCY. These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2665577
FirmCRD# 30833
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number 949-631-3840

About Centaurus Financial

We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.


Top Financial Advisor Firms in Calabasas, California
Firm Name AUM No. of Clients Fee Structure
Quantitative Strategies, Inc.
27001 Agoura Road, Suite 150,
Calabasas, CA 91301-5104
$153,597,000 165 A percentage of AUM
Hearthstone Inc., A California Corporation
23975 Park Sorrento, Suite #220,
Calabasas, CA 91302
$1,595,648,000 18 A percentage of AUM
Fixed fees
Performance Based
Other (% OF SALES REVENUE)
Planned Asset Management
27001 Agoura Road, Suite 150,
Calabasas, CA 91301-5104
$333,157,000 266 A percentage of AUM
Hourly charges
Fixed fees
Krane Financial Solutions
23548 Calabasas Rd. , Suite 207,
Calabasas, CA 91302
$181,403,671 477 A percentage of AUM
Hourly charges
Fixed fees
Morton Wealth
27200 Agoura Road, Suite 200,
Calabasas, CA 91301
$2,416,279,148 3379 A percentage of AUM
Fixed fees
Lindbrook Capital, Llc
23975 Park Sorrento , Suite 230,
Calabasas, CA 91302
$2,455,217,678 1835 A percentage of AUM
Fixed fees
Triagen Wealth Management Llc
23801 Calabasas Road , Suite 1010,
Calabasas, CA 91302
$341,196,208 1054 A percentage of AUM
Fixed fees
Mrec Management, Llc
4500 Park Granada , Suite 204,
Calabasas, CA 91302
$678,457,606 6 A percentage of AUM
Performance Based
Other (INCENTIVE DISTRIBUTION - SEE COMMENT IN MISCELLANEOUS)

    List of Additional Advisors in Calabasas, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam Goldstein
    Inquire with Adam
    24025 Park Sorrento, Ste 320, Calabasas, CA  91302 818-704-6675
    Goldstein & Associates
    Inquire with Goldstein
    24025 Park Sorrento, Ste 320, Calabasas, CA  91302 818-704-6675
    Kyle Whitten
    Inquire with Kyle
    24025 Park Sorrento, Ste 320, Calabasas, CA  91302 818-704-6675
    Jonathan Rowsey
    Inquire with Jonathan
    24025 Park Sorrento, Ste 320, Calabasas, CA  91302 818-704-6675
    Kevin Whitten
    Inquire with Kevin
    24025 Park Sorrento, Ste 320, Calabasas, CA  91302 818-704-6675
    Charissa Spach
    Inquire with Charissa
    24025 Park Sorrento, Ste 440, Calabasas, CA  91302 818-227-9636
    James Spach
    Inquire with James
    24025 Park Sorrento, Ste 440, Calabasas, CA  91302 818-264-0810
    Ryan M Liljegren
    Inquire with Ryan
    24025 Park Sorrento, Ste 440, Calabasas, CA  91302 818-878-8622
    Kennedy Wealth Management
    Inquire with Kennedy
    23901 Calabasas Road, Suite 1064, Calabasas, CA  91302 818-330-8133
    Larry Schechter M.A.
    Inquire with Larry
    26135 Mureau Road, Suite 201, Calabasas, CA  91302 818-262-8080
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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