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Qualifications of Financial Advisor 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.

Financial Advisors in Ventura, California
Financial Advisor Office Location Phone Number
Brent Hanson CFP®,
Financial Life Plans
340 Rosewood Avenue,
Camarillo, CA  93010
(805) 445-1992
Ryan Gunn, CFP®,
Gunn Financial Associates
2629 Townsgate Rd., Suite 245,
Westlake Village, CA  91361
(888) 902-5999Ext2
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
Mark Higginbotham,
Financial Engines Advisors, LLC
21515 Hawthorne Blvd,
Torrance, CA  90503
(424) 365-6153

Information on Qualified Financial Advisors in Ventura

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# 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# 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 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).



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