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.
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
|Brent Hanson CFP®
Financial Life Plans
340 Rosewood Avenue,
Camarillo, CA 93010
|Alano Massi, MBA, CFP®
Palm Capital Management
2945 Townsgate Road Suite 200,
Westlake Village, CA 91361
Series 7, 63, 65
Fee-Based (Fee and Commissions)
300 E. Esplanade Dr. #1800,
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. 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!
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.
Series 7, 63, 65
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly, Subscriptions
340 Rosewood Avenue,
CA 93010 Phone Number (805) 4451992
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.
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.
Fee-Based (Fee and Commissions), Based on Assets
2945 Townsgate Road Suite 200,
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.
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.
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