wiseradvisor

Find Top Financial Advisors in Ventura, California

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Ventura, 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 Ventura

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 Ventura, 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
Brent Hanson CFP®
Financial Life Plans
340 Rosewood Avenue,
Camarillo, CA  93010
805-445-1992
Kushal Shah, CRPC ®
Davinci Capital Partners
3788 Calle Posadas,
Newbury Park, CA  91320
805-341-7104
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
424-903-7480

Information on Qualified Financial Advisors in Ventura

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 805-485-5555

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# 1832012
FirmCRD# 23131
Series 7, 63, 65

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


Office Location 340 Rosewood Avenue,
Suite P,
Camarillo,
CA 
93010
Phone Number 805-445-1992

Brent Hanson is a 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 29 years of experience in financial services, Brent focuses on investment, tax reduction, and estate planning strategies to help clients keep more of their retirement income and assets. Brent is also certified in Long Term Care (CLTC) planning and holds a certificate in Professional Financial Planning from the University of California at Santa Barbara. Prior to Brents 17 years as an independent advisor he was District Manager for the IOF Foresters in Ventura, CA, and in Reno, NV. He is a registered representative (Series 7 registration), and investment advisor representative (Series 65 registration) under Royal Alliance Associates, a registered broker-dealer and registered investment advisor, member FINRA/SIPC, member Advisor Group. Brent also holds a Life Agents 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 are passionate about the opportunities we have to make a positive impact on your life. We have tailored our practice to offer what we believe are unique benefits that separate us from the average firm. As financial advisors, we play a role in your life's most meaningful moments. You trust us to assess your needs, understand your concerns, and offer relevant recommendations to address your unique situation. We do not take your trust lightly and strive to earn it every day. We are 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. OUR COMMITMENT TO YOU: We will listen to what's important to you about money and life With your guidance, we strive to build a sustainable plan designed to help you achieve your goals. We will monitor your plan and investments and communicate often and transparently about your progress. When life presents challenges, we will help you and your loved ones get through those challenges. We settle for nothing less than client service excellence. Beyond providing financial planning, investment management, and insurance services, we help you make decisions, provide clarity, and ensure you are comfortable with where your roadmap is leading you. We make a lifetime commitment to every client we serve, treating you like a member of our family.



Qualifications CRD# 5017061
FirmCRD# 5017061
Series 66

Compensation/Fee Fee Only, Based on Assets


Office Location 3788 Calle Posadas,
Newbury Park,
CA 
91320
Phone Number 805-341-7104

As a Chartered Retirement Planning Counselor, CRPC® Kushal specializes in the areas of retirement planning and investment portfolio management. He enjoys helping clients simplify todays increasingly complex financial environment by designing financial plans tailored to their specific goal and objectives. After graduating from University of California Santa Cruz with double major in Business Management Economics, and Applied Finance & Accounting, Kushal began work at UBS, a Swiss multinational investment bank. After UBS, Kushal transitioned his career from the institutional side of the business to the personal side working at TD Ameritrade for 6 years and Retirement Planners of America for 4 years. Working with families, retirees and individuals he finds his work more impactful and aligned with his values. He is passionate about providing unbiased advice and coaching clients through lifes critical financial decision Kushal and his wife Joy have been married for over 14 years. They have 3 daughters and a son. His interests include spending time with his family, crossfit, snowboarding, and international travel. Kushal is the founder and managing director of Davinci Capital Partners

About Davinci Capital Partners

Our mission is to help our clients make smart investment, and financial decisions through relationships based on uncompromising integrity, trust, and personalized service. At DaVinci Capital Partners, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring that vision to life. Our vision as a firm focuses on helping others achieve their financial goals, as well as understanding each client's unique purpose, mission, and values. We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own dreams and passions.



Qualifications CRD# 5741663
FirmCRD# 135281
Series 63, 65

Compensation/Fee Fee Only


Office Location 21600 Oxnard Street Ste 1755,
Woodland Hills,
CA 
91367
Phone Number 415-748-9181

Office Location 21600 Oxnard Street,
Ste1755,
Woodland Hills,CA  91367
Phone Number 415-748-9181

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 66


Office Location 21550 Oxnard Street,
Suite 950,
Woodland Hills,
CA 
91367
Phone Number 424-903-7480

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.



* Additional advisor listing is provided in partnership with Yext

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-
FREE GUIDE

Our guide will help you select the most qualified financial advisor for your needs.

DOWNLOAD Your Free Copy

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

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?