Home > Financial Advisors > California > Newbury Park

Find Top Financial Advisors in Newbury Park


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Newbury Park. 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 Advisor in Newbury Park

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.

Financial Advisors in Newbury Park, California
Financial Advisor Office Location Phone Number
Alano Massi, MBA, CFP®,
Palm Capital Management
2945 Townsgate Road Suite 200,
Westlake Village, CA  91361
(805) 727-2000
Ryan Gunn, CFP®,
Gunn Financial Associates
2629 Townsgate Rd., Suite 245,
Westlake Village, CA  91361
(888) 902-5999Ext2
Brent Hanson CFP®,
Financial Life Plans
340 Rosewood Avenue,
Camarillo, CA  93010
(805) 445-1992
Kirk Miller,
Western International Securities
21900 Burbank Boulevard,
Woodland Hills, CA  91367
(574) 261-0014
Anthony A. Saccaro, ChFC,
Providence Financial & Insurance Services, Inc
20335 Ventura Boulevard, Suite 125,
Woodland Hills, CA  91364
(818) 887-6443
Anthony Masterson,
Financial Engines Advisors, LLC
12100 Wilsure Blvd.,
Los Angeles, CA  90025
(424) 365-6153
Paul Taghibagi, CFP®,
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA  90067
(310) 712-2323
Theodore E. Saade CFP®, AIF®, CMFC,
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA  90067
(310) 712-2356
Zain Griffith,
Dash Investments
9701 Wilshire Blvd,
Beverly Hills, CA  90212
9701 Wilshire Blvd.,
Beverly Hills, CA  90212
(424) 302-3423
(415) 748-9181
Rachel Vivian,
Edelman Financial Services, LLC
1960 E. Grand Ave.,
El Segundo, CA  90245
(888) 752-6742
Mark Higginbotham,
Financial Engines Advisors, LLC
21515 Hawthorne Blvd,
Torrance, CA  90503
(424) 365-6153
Rick Donnelly,
Financial Engines Advisors, LLC
2040 Main Street,
Irvine, CA  92614
(424) 365-6153

Information on Qualified Financial Advisors in Newbury Park

Qualifications CRD# 6259423
FirmCRD# 151367
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


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

As Managing Director at Palm Capital Management based in Westlake Village, California, Alano Massis specialty as a financial planner, retirement planner, and investment manager assists many individuals and families living in the areas of Westlake Village, Thousand Oaks, Las Vegas, and across the United States. Alano is a CERTIFIED FINANCIAL PLANNER" practitioner, holds a Bachelor of the Arts (BA) in Communication Studies, a Master of Business Administration (MBA) in Finance, a Series 65 securities license, and is certified for life, accident and health insurance. Using his analytical background and investment experience, Alano implements financial strategies customized for the unique needs of each client to build, preserve and transfer wealth. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. For qualified high-net worth clients, Alano provides strategic advice and access to alternative investments, including real estate, hedge funds, private equity, structured products, and derivatives. 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 compensation for any commissions or trade executions. His minimum investment to begin a financial planning relationship is $100,000.

About Palm Capital Management

Palm Capital Management is a d/b/a of Dynamic Wealth Advisors (CRD #151367), a registered investment advisor. The firm's mission is simple. We want to provide peace-of-mind. In doing so, we service our Clients by providing objective advice without any hidden agendas. As fiduciaries, we are obligated to act in the best interests of our Clients at all times. Our services include personalized financial planning, retirement planning, investment management, and risk management. We differentiate ourselves by providing competitively-priced solutions with exceptional service.



Qualifications CRD# 5326196
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 2629 Townsgate Rd., Suite 245,
Westlake Village,
CA 
91361
Phone Number (888) 9025999Ext2

-CERTIFIED FINANCIAL PLANNER® -BA Finance -Finra Series 7 & 66 Registrations -Licensed Mortgage Loan Originator -Licensed Insurance Agent -Member of the Academy of Preferred Financial Advisors

About Gunn Financial Associates

Gunn Financial Associates is a financial planning firm providing financial, retirement and investment services to individuals, families and small business owners who desire a high-touch level of service. Our firm has over 40 years of experience in financial planning and its elements of accounting, taxes, investments and insurance. We assist clients with analysis and decisions regarding their financial goals and build and preserve their wealth. Financial Planning & Investment Services Include: -Management of retirement & non-retirement investments -Income & retirement cash flow planning -Reducing income taxes now and in the future -Planning to preserve your assets and income -Estate planning in preparation for incapacity or death



Qualifications CRD# 1832012
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Subscriptions, Hourly


Office Location 340 Rosewood Avenue,
Suite P,
Camarillo,
CA 
93010
Phone Number (805) 4451992

Brent Hanson is a CERTIFIED FINANCIAL PLANNER® professional and well known financial educator in the Ventura, Santa Barbara, and Los Angeles county areas having spoken to over 300 audiences in the tri-counties on retirement, estate, and tax planning since 1997. With over 30 years of experience in financial services, Brent focuses on retirement planning, investment management, tax reduction, insurance planning and estate planning strategies to help clients keep more of their retirement income and assets. Brent is CEO and Founder of Camarillo Tax Team which maintains a network of CPAs, estate and tax attorneys that assist clients with income tax concerns. In addition to his securities license, Brent also holds a Life Agent’s license in California and is a member in good standing of the National Association of Insurance and Financial Advisors (NAIFA). Brent lives in Oxnard, CA and his interests include travel, theatre, and painting.

About Financial Life Plans

We provide a holistic, goals based retirement planning and investment approach focused on helping individuals, couples, and small business owners keep more of their income and assets after taxes, after inflation, despite market downturns and healthcare costs. Our services include: fee based investment planning and management, retirement income planning, estate planning, income tax planning, and insurance planning. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. Our Principle Our company is based on the principle that education and understanding of your financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (805) 445-1992.



Qualifications CRD# 5004970
FirmCRD# 39262
Series 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Subscriptions


Office Location 21900 Burbank Boulevard,
3rd Floor,
Woodland Hills,
CA 
91367
Phone Number (574) 2610014

Kirk Miller is an independent financial advisor with Western International Securities with over 10 years of industry experience. He has a proven track record of helping clients with asset management, financial and retirement planning, insurance, and assessments of 401k plans. Kirk also has a great deal of knowledge regarding real estate exchanges and private investments. He received his undergraduate degree and MBA from the University of Notre Dame with emphasis in finance and investments. Upon graduation, Kirk taught mathematics before returning to school. After he received his MBA, he expanded his knowledge of credit as he worked in investment banking for the Bank of Montreal where he did origination and structuring of securitization deals. He then moved to JP Morgan where he built a book of business of over $120M while working for their Private Bank and Private Client groups for almost 10 years.

About Western International Securities

Western International Securities, Inc. was founded in 1995 to combine the same full service of the nation?s largest financial institutions with the personal touch that is missing in so many firms today. Our clearing relationships with National Financial Services Inc, and Pershing, LLC assure access to some of the most highly regarded research and market analysis. In addition, through extensive electronic news sources and databases, we can quickly provide market analysis and background information on literally thousands of investment possibilities throughout the world. NFS and Pershing offers state-of-the-art account access and online client reporting capabilities and is well regarded on the street for it's superior technology, service and support. Through these relationships, our Representatives have access to a full array of products and services as well as advanced trading capabilities, block trading, fixed income desks and managed account programs.



Qualifications CRD# 5230816
FirmCRD# 141988
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 20335 Ventura Boulevard, Suite 125,
Woodland Hills,
CA 
91364
Phone Number (818) 8876443

Anthony A. Saccaro, ChFC, founder and president of Providence Financial & Insurance Services, is a financial planner and registered investment advisor. For over 15 years, he has coached thousands of individuals with their finances. He is passionate about helping them develop income strategies for a secure future. Saccaro is a frequent speaker on estate and financial planning topics and is an advisory board member for Senior Market Advisor, a leading industry publication. Saccaro has been featured in prestigious publications such as The Wall Street Journal, USA Today, Forbes, Los Angeles Daily News, Pasadena Star News, Fox Business, West Valley News and Long Beach Tribune. In 2011, the San Fernando Valley Business Journal named Providence Financial as one of the top 100 firms in the San Fernando Valley. In October 2012, Saccaro appeared on the cover of Life Insurance Selling, a premier national magazine for financial planners and insurance professionals. In May 2013, Forbes named him one of Southern California’s Financial Leaders and featured him in that month's edition of their magazine. In January 2014, Saccaro was invited to be a guest on KCAL9 News and speak on the topic of financial resolutions. As a born again Christian, Saccaro professes his faith in Jesus Christ as his Lord and Savior and regularly attends Grace Community Church, pastored by Dr. John MacArthur, in Sun Valley, California. Born and raised in Los Angeles, Saccaro’s favorite pastimes include spending time with his wife Anca and son Aiden, reading, playing golf and traveling.

About Providence Financial & Insurance Services, Inc

Providence Financial & Insurance Services provides comprehensive financial, estate and tax planning education and services for clients in the greater Los Angeles area. We specialize in conservative investment strategies for baby boomers and retirees. Our service first philosophy means we invest our time in you and listen to your situation before ever asking you to become a client. At Providence Financial, we listen to our client's needs and concerns and educate them on their financial options. We then help them make informed decisions and come up with a customized financial action plan. Investing can be tricky, but our experience and knowledge in financial and estate planning, investment portfolios and asset management help us to maximize our clients’ goals. It’s what we’ve been doing for 15years! When it comes to preparing for retirement, it is critical to find a financial advisor who cares about your life savings as much as you do. Anthony A. Saccaro, Chartered Financial Consultant and president of Providence Financial, coaches his clients and helps them to invest their hard-earned money in a responsible way. Contact us and schedule a free financial consultation. We promise that we will answer your questions and give you some good, old fashioned financial advice...all without any obligation to become a client if you don't want to!



Qualifications CRD# 1524917
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 12100 Wilsure Blvd.,
8th Floor,
Los Angeles,
CA 
90025
Phone Number (424) 3656153

Joined Financial Engines in 2017. Began his career in the financial services industry in 2002. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®) designation(s). Bachelor's degree in Psychology from UCLA. Married to Tatiana. Anthony enjoys swimming, hiking, playing guitar, and is a live music enthusiast.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA 
90067
Phone Number (310) 7122323

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 CRD# 2650992
FirmCRD# 108163
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Hourly


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA 
90067
Phone Number (310) 7122356

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 CRD# 5741663
Series 63, 65

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 9701 Wilshire Blvd,
Suite 1000,
Beverly Hills,
CA 
90212
Phone Number (424) 3023423

Office Location 9701 Wilshire Blvd.,
Suite 1000,
Beverly Hills,CA  90212
Phone Number (415) 7489181

About Dash Investments

Dash Investments is a fee-only independent investment firm recently ranked by "Money Magazine" as one of the top financial advisory firms in the country. 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.



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 1960 E. Grand Ave.,
Suite 720,
El Segundo,
CA 
90245
Phone Number (888) 7526742

Formal Education: Bachelor of Business Administration in Personal Financial Planning, Western Michigan University Business Background: Rachel Vivian has been an investment advisor for 15 years, and has been with Edelman Financial Services since 2015. Employment History: 2015–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2010–2015: Financial Consultant at Fidelity Investments. Provided financial advice to clients. 2009–2010: Financial Consultant at AXA Equitable. Provided financial advice to clients. 2008–2009: Assistant Vice President and Client Manager at Bank of America. Provided financial advice to clients. 2003–2008: Licensed Financial Consultant at National City Bank. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 1524917
FirmCRD# 104510
Series 7, 8, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 21515 Hawthorne Blvd,
Suite 580,
Torrance,
CA 
90503
Phone Number (424) 3656153

Joined Financial Engines in 2017. Began his career in the financial services industry in 1989. Successfully completed the Series 7, 8, 24, 63, and 65 examination(s) administered by FINRA. Received graduate degree in Economics from De Paul University. Married to Linda and has two children. Mark enjoys hiking, biking, X-C skiing, baseball and having dinners with family and friends.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4378370
FirmCRD# 104510
Series 7, 31, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2040 Main Street,
Suite 150,
Irvine,
CA 
92614
Phone Number (424) 3656153

Joined Financial Engines in 2017. Began his career in the financial services industry in 2001. Successfully completed the Series 7, 31, and 66 examination(s) administered by FINRA. Rick grew up in New York, but has lived in Newport Beach CA for 15 years. Married and has three children. In his free time he enjoys playing golf and tennis.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Newbury Park, California
Turnberry Financial Services, Inc. Westlake Village, CA
North Oaks Financial & Insurance Services Newbury Park, CA
Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation


Are You A Financial Advisor
in California?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-

Select other cities around Newbury Park, California to broaden your search for a financial advisor