Find Top Financial Advisors in Thousand Oaks, California

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.

At Financial Peak, we specialize in the Personalized Multigenerational Wealth Management Plan (PMGW). Our approach involves utilizing a handful of high-level financial strategies, meticulously designed to work in harmony. This comprehensive planning enables our clients to maximize their wealth generation from the present through retirement. Our goal is to assist you in achieving your ideal retirement lifestyle, free from financial worries. Through our advanced strategies, we focus on optimizing your wealth while minimizing your tax liabilities. This ensures that you can enjoy a secure and prosperous retirement, with peace of mind about your financial future. Let us help you create a plan that supports you today and safeguards your tomorrow.

Alano Massi became a fiduciary 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, Massi assists many individuals and families living across the United States with their financial planning, retirement, and wealth management needs.

Massi 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®. He has contributed to the following prominent financial publications: Fox Business News, Forbes, Investopedia, Yahoo Finance, LendingTree, and Bankrate. Prior to starting Palm Capital Management in 2017, Massi worked as an analyst at Lionfish Advisors and Wells Fargo Capital Finance, then served as an advisor and associate vice-president at SteelPeak Wealth.

In his spare time, Massi enjoys spending time with his family, golf, racquetball, traveling, snowboarding, playing the drums, watching classic movies, and reading.

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.

Ranked "TOP ADVISOR 2025" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.

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Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality.

Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future.

The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.

Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Alec P. Tuckman, financial podcaster, blogger, public speaker, author and wealth manager, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc., a firm specializing in the needs of the Southern Californian. As a graduate of The University of Wisconsin-Madison and The American College of Financial Services, he began his career in 1994 at Goldman Sachs in the Asset Management Department in New York City. He is the host of "The Financial Fundamentals Show" podcast combining humor and financial education. Alec co-authored the book, "Retire Like A Shark," with Kevin Harrington from the national televised show, "Shark Tank." Alec specializes in hedging and buffered investment strategies to help clients mitigate market risk while pursuing long-term growth.

Wealth Management Partners of Los Angeles, Inc. is a boutique firm catering to the needs of those living in Southern California. We focus on the following four strategies: 1. Ideas to potentially get more stock market gains than investing in a typical index fund. 2. Risk mitigation strategies to avoid a devastating loss to your portfolio like we saw in 2008 (when the stock market went down 55%). 3. Tax planning ideas, including strategies if you do not qualify for a Roth IRA. 4. Creating income streams for retirees that last as long as you do. We offer services that range from stocks and bonds to alternatives to risk mitigations techniques that can limit your downside risk in the stock market. We offer several hedging and buffered investment strategies where, depending on your goals, you may potentially be able to avoid the pain of a you may potentially be able to avoid the pain of a major loss in financial assets if the Stock Market were to go down around half like it did in 2002 with the Dot Com bubble and the 2008 Sub-prime meltdown. Want liquidity with those investments? Not a problem. We offer a host of different investment tools to help you attain your goals.

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.

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. Clients we serve include business owners, doctors, executives & professionals, retirees, entrepreneurs, and divorced individuals.

Michael is a CERTIFIED FINANCIAL PLANNER^™ and fiduciary investment advisor with 11 years of experience. He joined Farther to be able to combine his personalized approach with the resources of a large firm behind him. Before joining Farther in 2023, Michael was a financial planner at Goldman Sachs Personal Financial Management where he worked on one of the nation's top-performing teams, delivering hundreds of financial plans and helping clients navigate complex tax, estate, and retirement strategies.

Michael takes pride in his ability to identify what truly moves his clients. Gaining this deep understanding allows him to serve them uniquely and has helped form very meaningful relationships. This is the aspect of his job that he loves most.

Michael has also served on nonprofit boards and lives in Santa Clarita with his wife, son, and dog. He is an avid skier, snowboarder, golfer, pickleball player, and traveler.

Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $8 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client's needs. Mission Wealth's vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.

At Trilogy Financial, We're Invested In Your Future. Empowering you to make confident financial choices that align with your life goals is our priority and purpose. We offer dedicated, personalized wealth management and financial planning that's rooted in trust, transparency, and an understanding of your unique journey. With decades of expertise and a commitment to education, our advisors are here to guide you every step of the way, helping you build a secure and meaningful legacy. You're not a portfolio to us— you're a valued partner in a financial strategy tailored for your success, now and in the future.