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Find Top Financial Advisors in Westlake Village, California

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

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 Westlake Village, California
Financial Advisor Office Location Phone Number
Alano Massi, MBA, CFP®
Palm Capital Management
2945 Townsgate Road Suite 200,
Westlake Village, CA  91361
(805) 727-2000
Zain Griffith
Dash Investments
21600 Oxnard Street Ste 1755,
Woodland Hills, CA  91367
21600 Oxnard Street,
Woodland Hills, CA  91367
(415) 748-9181
Brent Hanson CFP®
Financial Life Plans
340 Rosewood Avenue,
Camarillo, CA  93010
(805) 445-1992
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
Andrew Eddy
Eddy Financial, LLC
100 Wilshire Blvd, Suite 700,
Santa Monica, CA  90401
(310) 451-3339
Michael Amash
Westmount Asset Management
2049 Century Park East,
Los Angeles, CA  90067
(310) 556-2502
Theodore E. Saade CFP®, AIF®, CMFC
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA  90067
(310) 712-2356
Paul Taghibagi, CFP®
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars,
Los Angeles, CA  90067
(310) 712-2323

Information on Qualified Financial Advisors in Westlake Village

Qualifications CRD# 6259423
FirmCRD# 151367
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 2945 Townsgate Road Suite 200,
Westlake Village,
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.

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.



Qualifications CRD# 5741663
FirmCRD# 135281
Series 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 21600 Oxnard Street Ste 1755,
Woodland Hills,
CA 
91367
Phone Number (415) 7489181

Office Location 21600 Oxnard Street,
Ste.1755,
Woodland Hills,CA  91367

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# 1832012
FirmCRD# 23131
Series 7, 63, 65

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


Office Location 340 Rosewood Avenue,
Suite P,
Camarillo,
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.

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# 2267353
FirmCRD# 8032
Series 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions)


Office Location 300 E. Esplanade Dr. #1800,
Oxnard,
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!

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# 3000011
FirmCRD# 290208


Office Location 100 Wilshire Blvd, Suite 700,
Santa Monica,
CA 
90401
Phone Number (310) 4513339

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.



Office Location 2049 Century Park East,
Suite 2500,
Los Angeles,
CA 
90067
Phone Number (310) 5562502

About 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.



Qualifications CRD# 2650992
FirmCRD# 108163
Series 6, 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Hourly


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA 
90067
Phone Number (310) 7122356

Theodore E. Saade, CFP®, CMFC, AIF® is a Senior Partner with Signature Estate & Investment Advisors, LLC. His specialties include investment planning, retirement planning and estate planning. Since 1995, Mr. Saade has been in the securities and insurance business for over 25 years, maintaining a successful independent private practice for over 200 clients. He was voted Top 40 Under 40 as published in REP. Magazine since it's inception in 2013. He is also featured as a Five Star Wealth Manager* in Los Angeles Magazine since 2012 and was recognized as a Top Wealth Manager for Providing Exceptional Service And Overall Satisfaction as published in Los Angeles Magazine in 2014. Furthermore, he has been published annually in Worth Magazine since 2010 and has been recognized annually as a Leading Wealth Advisor as published in Worth Magazine since 2012. Many notable clients, executive groups and corporations have retained him for seminars and lectures. Mr. Saade is a 25 yr. resident of Los Angeles, California along with his wife and 3 sons. Mr. Saade received his Bachelor's degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER" practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998. In addition, he completed Chartered Mutual Fund Counselor (CMFC) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation, conferred by Fiduciary360. He also holds an insurance license (CA Ins. License #OB63654).

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

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 2121 Avenue of the Stars,
Suite 1600,
Los Angeles,
CA 
90067
Phone Number (310) 7122323

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.



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