Financial advisors in Simi Valley, CA

101 match · page 1 of 4

Amy Friedman
Financial advisor at Kevin Kennedy, LLC
Kevin Kennedy, LLC
CFP®VerifiedFinancial planning
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Bryan Curry
Financial advisor at Bridge the Gap Retirement Planners
Bridge the Gap Retirement Planners · $49.1M AUM
CFP®VerifiedFinancial planning
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Bryan Geurink
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
CFP®VerifiedFinancial planning
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Christopher Boynton
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Daniel Boston
Financial advisor at The Butterfield Group LLC
The Butterfield Group LLC · $7.9M AUM
CFP®VerifiedFinancial planning
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James Lorenzen
Financial advisor at The Independent Financial Group
The Independent Financial Group · $10.8M AUM
CFP®VerifiedFinancial planning
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Joel Broersma
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
CFP®VerifiedFinancial planning
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Kailey Craig
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Michael Halper
Financial advisor at Strateon Intelligent Wealth LLC
Strateon Intelligent Wealth LLC
CFP®VerifiedFinancial planning
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Nicholas Mitchell
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
CFP®VerifiedFinancial planning
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Noah Echavarria
Financial advisor at Santa Susana Financial, LLC
Santa Susana Financial, LLC
CFP®VerifiedFinancial planning
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William Muskat
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Alexander Peets
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
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Amy Fontinelle
Financial advisor at Core Planning
Core Planning · $525M AUM
VerifiedFinancial planning
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Ana Viramontes
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Andrea Young
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
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Bahram Khafajizadeh
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Benjamin Hale
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Benjamin Ruiter
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
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Bradley Bronk
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Brian Malkinson
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
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Caleb Svoboda
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
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Cathryn Porter
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
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Chad Francis
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
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Christopher Goodenough
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Daniel Murphy
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
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Daniel Porter
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Darrell Warner
Financial advisor at Qmulate
Qmulate · $6M AUM
VerifiedFinancial planning
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Darren Norton
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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David Veltkamp
Financial advisor at Hbw Advisory Services LLC
Hbw Advisory Services LLC · $1.75B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Simi Valley, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Simi Valley, CA.

How this list works

Before you hire an advisor in Simi Valley, CA