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Find Top Financial Advisors in Westlake Village, California

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 - 02-Jun-2023

Westlake Village has 6 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 93 non-vetted advisors in your local area. These financial advisors in Westlake Village , California have an average of 17 years of experience.

NOTE: The list of vetted financial advisors in Westlake Village , California mentioned below does 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
16 Years $0 Not Specified Fee-Based
Dash Investments
DASH INVESTMENTS
21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367
Not Disclosed $370,000,000 Not Specified Fee-Only
Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
EDDY FINANCIAL, LLC
100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401
Not Disclosed Not Specified $250,000 Not Specified
Michael Cannone
WESTMOUNT ASSET MANAGEMENT
2049 Century Park East,
Suite 2500,
Los Angeles, CA 90067
22 Years Not Specified $3,000,000 Fee-Only
Jeff Halbert
WESTMOUNT ASSET MANAGEMENT
620 Newport Center Drive,
Suite 1100,
Newport Beach, CA 92660
10 Years $3,800,000,000 $2,000,000 Fee-Only
James Peters
ChFC®
CENTAURUS FINANCIAL
18662 Macarthur Blvd,
Suite 200,
Irvine, CA 92612
21 Years $20,000,000 $25,000 Fee-Based

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Information on Qualified Financial Advisors in Westlake Village, California

Qualifications CRD# 6259423
Firm CRD# 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

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 Firm CRD# 135281

Compensation/Fee Fee-Only


Office Location 21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number 818-309-4065

About Dash Investments

Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. 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. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts


Qualifications CRD# 3000011
Firm CRD# 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, 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. Clients we serve include business owners, doctors, executives & professionals, retirees, entrepreneurs, and divorced individuals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4857126
Firm CRD# 158857
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 2049 Century Park East,
Suite 2500,
Los Angeles,
CA
90067
Phone Number 310-556-2502

Michael was born in Santa Monica and raised outside Philadelphia. At Georgetown, he double-majored in finance and small business management. Somehow, he found time to play varsity baseball, too. After college he worked for Vanguard, improving their mutual fund accounting programs. Then he moved to California, joined Alliance Bernstein, and participated in one of the industry's most esteemed advisor training programs.
After earning his MBA at UCLA, Michael joined Westmount in 2011, attracted by a culture of people "humble and intellectually curious, yet courageous enough to blaze a new independent trail in our industry." He credits his grandfather, who emigrated from Italy as a young man and opened a shoemaking business in Elizabeth, New Jersey, for inspiring many of the personal financial principles he still operates by today.

About Westmount Asset Management

Westmount Asset Management

Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.

Advisory Services Provided:

Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 5750237
Firm CRD# 158857
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 620 Newport Center Drive,
Suite 1100,
Newport Beach,
CA
92660
Phone Number 949-674-5190

Born in Atlanta and raised in Orlando, Jeff comes from a very close-knit family, where he was the youngest of four children. As an undergrad, he majored in economics at Rollins College, where he also played baseball and later completed his MBA in finance and management. Prior to joining Westmount, Jeff was a financial advisor at Raymond James before eventually relocating to Laguna Beach to serve as vice president at Telos Capital Management. Today, as a senior advisor at Westmount, Jeff applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients' lives. Outside the office, Jeff likes to travel, spend time outdoors and play tennis in Laguna Beach, where he lives with his wife and two children.

About Westmount Asset Management

Westmount Asset Management

Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, the Financial Times, InvestmentNews and more.

Advisory Services Provided:

Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


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

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


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

About Centaurus Financial

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.


Customer Reviews

Top Financial Advisor Firms in Westlake Village, California (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PNMAC CAPITAL MANAGEMENT, LLC
3043 Townsgate Road, Westlake Village, CA 91361-3027
83 1 $13,772,708,000
A percentage of AUM, Performance Based
ONE CAPITAL MANAGEMENT, LLC
3075 Townsgate Road, Suite 350, Westlake Village, CA 91361
54 8093 $4,452,280,285
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
MANCHESTER FINANCIAL INC
2815 Townsgate Road, Suite 100, Westlake Village, CA 91361
18 2300 $884,626,291
A percentage of AUM, Hourly charges, Performance Based
THE WEALTH COLLABORATIVE, INC.
30699 Russell Ranch Road, Suite 185, Westlake Village, CA 91362
3 479 $760,455,683
A percentage of AUM, Hourly charges, Fixed fees
FMB WEALTH MANAGEMENT
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362
6 701 $387,312,795
A percentage of AUM
ALLIANCE ADVISORY & SECURITIES, INC
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361
22 1692 $357,004,816
A percentage of AUM, Hourly charges, Fixed fees, Other (MUTUAL FUND SERVICING FEES)
OAK ASSET MANAGEMENT, LLC
2535 Townsgate Road, Suite 300, Westlake Village, CA 91361
4 666 $352,958,396
A percentage of AUM
ZEPHYR WEALTH MANAGEMENT
3625 E. Thousand Oaks Blvd., Suite 145, Westlake Village, CA 91362
3 606 $310,080,248
A percentage of AUM, Hourly charges
NBS FINANCIAL SERVICES, INC.
340 N Westlake Blvd, Ste 112, Westlake Village, CA 91362
5 424 $268,210,769
A percentage of AUM, Hourly charges, Fixed fees
SUMMIT FINANCIAL CONSULTANTS, INC.
3075 Townsgate Rd., Suite 180, Westlake Village, CA 91361
9 659 $264,490,873
A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES)
FISCHER INVESTMENT STRATEGIES, LLC
920 Hampshire Road, Suite A-2, Westlake Village, CA 91361-6039
5 803 $179,581,475
A percentage of AUM, Hourly charges, Fixed fees
CARMANDALIAN FINANCIAL GROUP, LLC
2829 Townsgate Rd, Suite 100, Westlake Village, CA 91361
2 205 $130,805,915
A percentage of AUM, Fixed fees, Performance Based
SHERWOOD FINANCIAL PARTNERS, LLC
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
5 113 $126,845,675
A percentage of AUM, Hourly charges
VILLAGE WEALTH ADVISORS
2945 Townsgate Road, Suite 120, Westlake Village, CA 91361
3 284 $126,330,421
A percentage of AUM, Hourly charges, Fixed fees
FMB RETIREMENT SERVICES
100 N. Westlake Blvd. #201, Westlake Village, CA 91362
6 97 $122,215,422
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
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-713-8329
    100 N Westlake Blvd, Ste 200, Westlake Village, CA  91362 805-494-0214
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-592-3323
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-592-3301
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-713-9200
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 805-367-9008
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 424-343-5086
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 805-277-5169
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 818-592-3302
    3027 Townsgate Rd, Ste 200, Westlake Village, CA  91361 805-277-5155

      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.

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      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?