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Find Top Financial Advisors in Camarillo, California

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Camarillo, California. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Camarillo

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Camarillo, California
Financial Advisor Office Location Phone Number
Russell L Fox, CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER® Practitioner

Skeels & Fox Wealth Management
300 E. Esplanade Dr. #1800,
Oxnard, CA  93036
(805) 485-5555
Alano Massi, MBA, CFP®
Palm Capital Management
2945 Townsgate Road Suite 200,
Westlake Village, CA  91361
(805) 727-2000
Zain Griffith
Dash Investments
21600 Oxnard Street Ste 1755,
Woodland Hills, CA  91367
21600 Oxnard Street,
Woodland Hills, CA  91367
(415) 748-9181
Rachel Vivian
Edelman Financial Engines, LLC
21550 Oxnard Street,
Woodland Hills, CA  91367
(818) 857-4855

Information on Qualified Financial Advisors in Camarillo

Qualifications CRD# 2267353
FirmCRD# 8032
Series 7, 63, 65

Compensation/Fee Fee-Based


Office Location 300 E. Esplanade Dr. #1800,
Oxnard,
CA 
93036
Phone Number (805) 4855555

I was raised in Santa Paula, California, in the 70's and 80's with two siblings and loving parents who owned a small local business. In the late 80' and early 90's I attended and graduated from college with a degree in business administration. Shortly after graduation my father passed away unexpectedly and left my mom financially in despair. My dad was my rock. He was always there for me and I knew that whatever I did in my life, if I fell, he would be there for me. After he passed, I realized that it was all up to me to support myself and my mom. So that's when I decided to pursue a full-time career in financial services to help ensure that other families have a more certain financial future. Becoming a CERTIFIED FINANCIAL PLANNER™ professional and specializing in retirement planning and widows has been very fulfilling for me and our firm and is my passion. I have been involved with or supported Care Givers, Goodwill, Food Share, The Boys & Girls Club of Ventura, Ventura Missionary Church, Santa Paula Animal Rescue (SPARC), and City Center. My wife Alissa and I have 2 children and I enjoy travel and tennis. This is a little bit about me. If you decide to work with Skeels & Fox Wealth Management, I look forward to learning more about you, your family, and your interests. Remember, "Don't Stop Believin" in your dreams and goals!

About Skeels & Fox Wealth Management

Financial Planning Solutions Your finances are made up of many moving parts. From cash flow, to taxes, asset protection and investment management you can expect a comprehensive planning experience when working with Skeels & Fox Wealth Management. First, we will work with you to identify your financial goals and objectives. From there we will create a financial plan and investment strategy that focuses on your specific needs to set you on a course for success. Planning / Investing Our comprehensive planning and portfolio management services look at all the following areas to create a holistic plan: -Retirement income and distribution planning -Asset Protection -Investments -Retirement planning -Income tax saving strategies -Estate planning and risk management / insurance Our goal is to create financial plans that provide benefits such as: saving on taxes, offers a clear investment strategy that provides you the necessary growth and income you need with risk reduction techniques to achieve your goals, knowing when you can retire and maximizing social security benefits. With our advice and assistance you will get things done and implemented. Our motto is "We'll take care of the tough stuff so you can enjoy the fun stuff!" Our Cost of Services We are paid via a percentage of the assets we manage for clients with $500,000 or more of investable assets. We develop deep and lasting relationships with our clients to support them in making the best financial decisions throughout their lives. We look forward to working with you.



Qualifications CRD# 6259423
FirmCRD# 151367
Series 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 2945 Townsgate Road Suite 200,
Westlake Village,
CA 
91361
Phone Number (805) 7272000

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, 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, Yahoo Finance, TD Ameritrades 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.



Qualifications CRD# 5741663
FirmCRD# 135281
Series 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 21600 Oxnard Street Ste 1755,
Woodland Hills,
CA 
91367
Phone Number (415) 7489181

Office Location 21600 Oxnard Street,
Ste.1755,
Woodland Hills,CA  91367

Zain Griffith joined Dash Investments in 2009 as a Regional Vice President and has extensive experience in the financial services and investment industry. Prior to joining Dash Investments, Zain worked in the investment banking industry where he specialized in providing merger and acquisition advice and valuation opinions to small and medium sized companies. He also served as a research analyst for a well-known value-oriented investment publication based in New York City. Zain earned a B.S., Magna Cum Laude, in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo. He is a member of the Beta Gamma Sigma honor society. Zain can review your current financial situation, learn more about your goals and objectives, and help determine whether Dash Investments approach to financial planning and wealth management might benefit you.

About Dash Investments

Dash Investments is a fee-only independent investment firm featured by "Money Magazine" and "Forbes" as one of the top financial advisory firms in the country and has been covered in major business publications such as Barron's, The Wall Street Journal, and The New York Times. We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success. At Dash, each client's portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager.



Qualifications CRD# 5034679
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 21550 Oxnard Street,
Suite 950,
Woodland Hills,
CA 
91367
Phone Number (818) 8574855

I bring passion and experience to the office every day. I enjoy partnering with my clients to help them make smart financial choices now so that they can have the freedom to do what makes them happiest in the future. Away from work, I love staying healthy doing indoor cycling, Pilates and taking family bike rides along the beach.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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FREQUENTLY ASKED QUESTIONS

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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?