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Find Top Financial Advisors in Westlake Village, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Westlake Village, California
Last Updated - 12-May-2022

Westlake Village has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 91 non-vetted advisors in your local area. These financial advisors in Westlake Village , California have an average of 19 years of experience.

NOTE: The list of financial advisors in Westlake Village , California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Westlake Village , California .

Qualified Financial Advisors in Westlake Village, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Alano Massi
CFP®
PALM CAPITAL MANAGEMENT
23622 Calabasas Road, Suite 102,
Calabasas, CA 91302
15 $100mm Not Specified Fee-Based
Andrew Eddy
CFP®, ChFC®, AIF®, CLU®
EDDY FINANCIAL, LLC
100 Wilshire Blvd,
Santa Monica, CA 90401
Not Disclosed Not Specified Not Specified Not Specified
Paul Taghibagi
CFP®
SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC
2121 Avenue of the Stars,
Los Angeles, CA 90067
29 $583,000,000 $500,000 Fee-Based
Personal Capital
PERSONAL CAPITAL ADVISORS CORPORATION
---,
Los Angeles, CA 90012
11 $15,000,000,000 $100,000 Fee-Based
Sasha Shteyn
CFP®
EDELMAN FINANCIAL ENGINES, LLC
225 South Lake Avenue,
Pasadena, CA 91101
20 Not Specified Not Specified Fee-Based
James Peters
Chartered Financial Consultant (ChFC®)
CENTAURUS FINANCIAL
18662 Macarthur Blvd,
Irvine, CA 92612
21 20,000,000 25,000 Fee-Based

Information on Qualified Financial Advisors in Westlake Village

Qualifications CRD# 6259423
FirmCRD# 151367
Series 65

Compensation/Fee Fee-Based


Office Location 23622 Calabasas Road, Suite 102,
Calabasas,
CA
91302
Phone Number 805-727-2700

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 based in Calabasas, CA, 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, Investopedia, Yahoo Finance, TD Ameritrade's 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.

Advisory Services Provided:

Financial Advice & Consulting


Qualifications CRD# 3000011
FirmCRD# 290208


Office Location 100 Wilshire Blvd,
Suite 700,
Santa Monica,
CA
90401
Phone Number 310-451-3339

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.

About Eddy Financial, LLC

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.


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

Compensation/Fee Fee-Based


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA
90067
Phone Number 310-712-2323

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.


Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Los Angeles,
CA
90012
Phone Number 650-556-1310

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Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 4453802
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 225 South Lake Avenue,
Suite 1185,
Pasadena,
CA
91101
Phone Number 626-768-2972

As a financial planning professional, I recognize that my role is not only that of an advisor, but also a coach, confidante and friend. My goal is to improve my clients' financial well-being and help them to achieve quality of life now and in retirement by tailoring meaningful solutions to their unique situations. Outside of work, I enjoy spending time with my husband, son and daughter. We love to travel, explore new places, read, learn, stay active and spend time outdoors.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2665577
FirmCRD# 30833
Series 6, 7, 63

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


Office Location 18662 Macarthur Blvd,
Suite 200,
Irvine,
CA
92612
Phone Number 949-631-3840

About Centaurus Financial

We help our clients accomplish their financial goals. We customize our clients investments and financial plans to to help them meet their individual needs. The real benefit of using our firm is that our clients feel their financial dreams will be accomplished and that we are there to provide service as their needs change.


Top Financial Advisor Firms in Westlake Village, California
Firm Name AUM No. of Clients Fee Structure
One Capital Management, Llc
3075 Townsgate Road , Suite 350,
Westlake Village, CA 91361
$4,452,280,285 8093 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Oak Asset Management, Llc
2535 Townsgate Road , Suite 300,
Westlake Village, CA 91361
$352,958,396 666 A percentage of AUM
Nbs Financial Services, Inc.
340 N Westlake Blvd , Ste 112,
Westlake Village, CA 91362
$268,210,769 424 A percentage of AUM
Hourly charges
Fixed fees
Fischer Investment Strategies, Llc
920 Hampshire Road , Suite A-2,
Westlake Village, CA 91361-6039
$179,581,475 803 A percentage of AUM
Hourly charges
Fixed fees
Village Wealth Advisors
2945 Townsgate Road , Suite 120,
Westlake Village, CA 91361
$126,330,421 284 A percentage of AUM
Hourly charges
Fixed fees
Zephyr Wealth Management
3625 E. Thousand Oaks Blvd. , Suite 145,
Westlake Village, CA 91362
$310,080,248 606 A percentage of AUM
Hourly charges
Summit Financial Consultants, Inc.
3075 Townsgate Rd. , Suite 180,
Westlake Village, CA 91361
$264,490,873 659 A percentage of AUM
Hourly charges
Fixed fees
Other (SEMINAR FEES)
Manchester Financial Inc
2815 Townsgate Road , Suite 100,
Westlake Village, CA 91361
$884,626,291 2300 A percentage of AUM
Hourly charges
Performance Based
Alliance Advisory & Securities, Inc
31248 E. Oak Crest Drive Ste 100,
Westlake Village, CA 91361
$357,004,816 1692 A percentage of AUM
Hourly charges
Fixed fees
Other (MUTUAL FUND SERVICING FEES)
The Wealth Collaborative, Inc.
30699 Russell Ranch Road , Suite 185,
Westlake Village, CA 91362
$760,455,683 479 A percentage of AUM
Hourly charges
Fixed fees
Sherwood Financial Partners, Llc
2945 Townsgate Road , Suite 200,
Westlake Village, CA 91361
$126,845,675 113 A percentage of AUM
Hourly charges
Fmb Wealth Management
100 N. Westlake Blvd., Suite 201,
Westlake Village, CA 91362
$387,312,795 701 A percentage of AUM
Pnmac Capital Management, Llc
3043 Townsgate Road,
Westlake Village, CA 91361-3027
$13,772,708,000 1 A percentage of AUM
Performance Based
Fmb Retirement Services
100 N. Westlake Blvd. #201,
Westlake Village, CA 91362
$122,215,422 97 A percentage of AUM
Calabasas Advisory Group, Llc
32107 Lindero Canyon Rd. , Suite 133,
Westlake Village, CA 91361
$201,146,000 1192 A percentage of AUM

    List of Additional Advisors in Westlake Village, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alexander Warren Franklin
    Inquire with Alexander
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-713-8329
    Barry Garapedian
    Inquire with Barry
    100 N Westlake Blvd, Ste 200, Westlake Village, CA  91362 805-494-0214
    Armen Arzumanyan
    Inquire with Armen
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-592-3323
    Jeff Cordova
    Inquire with Jeff
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-592-3301
    Franklin, Moccia, Reed, Racusin & Associates
    Inquire with Franklin,
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-713-9200
    Carter Lin Group
    Inquire with Carter
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 805-367-9008
    Taylor Shoop
    Inquire with Taylor
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 424-343-5086
    Victoria Lynne Black
    Inquire with Victoria
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 805-277-5169
    Richard King Rosenfeld
    Inquire with Richard
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-592-3302
    Louis Ashamallah
    Inquire with Louis
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 805-277-5155
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