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Find Top Financial Advisors in Simi Valley, 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 Simi Valley, 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 Simi Valley

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 Simi Valley, 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
Zain Griffith
Dash Investments
21600 Oxnard Street Ste 1755,
Woodland Hills, CA  91367
21600 Oxnard Street,
Woodland Hills, CA  91367
(415) 748-9181
Russell L Fox
Skeels & Fox Wealth Management
300 E. Esplanade Dr. #1800,
Oxnard, CA  93036
(805) 485-5555
Michael Amash
Westmount Asset Management
2049 Century Park East,
Los Angeles, CA  90067
(310) 556-2502
Theodore E. Saade CFP®, AIF®, CMFC
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA  90067
(310) 712-2356
Paul Taghibagi, CFP®
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA  90067
(310) 712-2323

Information on Qualified Financial Advisors in Simi Valley

Qualifications CRD# 6259423
FirmCRD# 151367
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), 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 (Fee and Commissions), 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# 2267353
FirmCRD# 8032
Series 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions)


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. I was a latch-key kid that worked from an early age in the family business, performing various jobs from sweeping floors to washing heavy equipment and taking care of the security dogs. The money I earned afforded me the funds to purchase my first car, a bright yellow 1967 Chevy ll Nova Super Sport, with a V8 Chevy motor and 375 horsepower of pure pleasure. The '80s era, in my opinion, was one of the best eras, especially for music. You know the band Journey, we couldn't stop listening to their albums, and one of our favorite songs was 'Don't Stop Believin'. After high school, I attended university, joined a fraternity, and became the Kitchen Steward, where I managed the kitchen for a house with 150 active members. This taught me a lot about people, management, and patience.

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.



Office Location 2049 Century Park East,
Suite 2500,
Los Angeles,
CA 
90067
Phone Number (310) 5562502

About Westmount Asset Management

Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount:- has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.



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

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Hourly


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

Theodore E. Saade, CFP®, CMFC, AIF® is a Senior Partner with Signature Estate & Investment Advisors, LLC. His specialties include investment planning, retirement planning and estate planning. Since 1995, Mr. Saade has been in the securities and insurance business for over 25 years, maintaining a successful independent private practice for over 200 clients. He was voted Top 40 Under 40 as published in REP. Magazine since it's inception in 2013. He is also featured as a Five Star Wealth Manager* in Los Angeles Magazine since 2012 and was recognized as a Top Wealth Manager for Providing Exceptional Service And Overall Satisfaction as published in Los Angeles Magazine in 2014. Furthermore, he has been published annually in Worth Magazine since 2010 and has been recognized annually as a Leading Wealth Advisor as published in Worth Magazine since 2012. Many notable clients, executive groups and corporations have retained him for seminars and lectures. Mr. Saade is a 25 yr. resident of Los Angeles, California along with his wife and 3 sons. Mr. Saade received his Bachelor's degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER" practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998. In addition, he completed Chartered Mutual Fund Counselor (CMFC) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation, conferred by Fiduciary360. He also holds an insurance license (CA Ins. License #OB63654).

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

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


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

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.



List of Additional Financial Advisors in or around Simi Valley, California
Financial Advisor Office Location Phone Number
Larry Zuckerman
The Planners Network Inc
23548 Calabasas Road #105,
Calabasas, CA  91302
(818) 701-0460
Michael Resnik
Premier Financial Consultants
4312 Woodman Avenue #100,
Northridge, CA  91324
(818) 886-2685
Dennis Rose
Premier Financial Consultants
4312 Woodman Avenue,
Sherman Oaks, CA  91423
(818) 501-9922
Alan Taxon
Taxon Financial Services
2107 Prosser Avenue,
Los Angeles, CA  90025
(424) 256-2899
Jill Campbell
Campbell Tax & Financial Services
9116 Sunland Blvd #102,
Sun Valley, CA  91352
(818) 768-1858
Michael D. Sutherland
Campbell Tax & Financial Services, Inc.
9116 Sunland Blvd. #102,
Sun Valley, CA  91352
(818) 768-1858
Andrea Spatz
Wallensky Spatz & Associates
1801 Avenue of the Stars #1002,
Los Angeles, CA  90067
(310) 557-2007
James Boyd
The Planners Network Inc
11600 Washington Place #106,
Los Angeles, CA  90066
(310) 390-8081
Michael Burstein
The Planners Network Inc
11600 Washington Place #106,
Los Angeles, CA  90066
(310) 390-8081

Information on Additional Financial Advisors in or around Simi Valley, California

Larry Zuckerman

The Planners Network Inc

Tel: (818) 7010460
23548 Calabasas Road #105,
Calabasas,
CA 
91302


Michael Resnik

Premier Financial Consultants

Tel: (818) 8862685
4312 Woodman Avenue #100,
Northridge,
CA 
91324


Dennis Rose

Premier Financial Consultants

Tel: (818) 5019922
4312 Woodman Avenue,
Suite 200,
Sherman Oaks,
CA 
91423


Alan Taxon

Taxon Financial Services

Qualifications CRD# 2256184
Series 7, 24

Tel: (424) 2562899
2107 Prosser Avenue,
Los Angeles,
CA 
90025


Jill Campbell

Campbell Tax & Financial Services

Tel: (818) 7681858
9116 Sunland Blvd #102,
Sun Valley,
CA 
91352


Michael D. Sutherland

Campbell Tax & Financial Services, Inc.

Qualifications CRD# 4555816
Series 6, 7, 63, 66

Tel: (818) 7681858
9116 Sunland Blvd. #102,
Sun Valley,
CA 
91352


Andrea Spatz

Wallensky Spatz & Associates

Tel: (310) 5572007
1801 Avenue of the Stars #1002,
Los Angeles,
CA 
90067


James Boyd

The Planners Network Inc

Tel: (310) 390-8081
11600 Washington Place #106,
Los Angeles,
CA 
90066


Michael Burstein

The Planners Network Inc

Tel: (310) 3908081
11600 Washington Place #106,
Los Angeles,
CA 
90066


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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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