Financial advisors in Westlake Village, CA

567 match · page 2 of 19

Emily Swan
Financial advisor at Alliance Advisory & Securities, LLC
Alliance Advisory & Securities, LLC · $687.4M AUM
CFP®VerifiedFinancial planning
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Eric Hamel
Financial advisor at One Capital Management, LLC
One Capital Management, LLC · $8.53B AUM
CFP®VerifiedFinancial planning
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Eric Swanson
Financial advisor at One Capital Management, LLC
One Capital Management, LLC · $8.53B AUM
CFP®VerifiedFinancial planning
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Ethel Lopez
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Evan Miller
Financial advisor at Cetera Investment Advisers LLC
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Gaylord Rohloff
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Glenn Crawford
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Grant Blindbury
Financial advisor at Indivisible Partners
Indivisible Partners · $2.08B AUM
CFP®VerifiedFinancial planning
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Guillermo Gutierrez
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Gustavo Zarate
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Hannah Boundy
Financial advisor at Sherwood Financial Partners, LLC
Sherwood Financial Partners, LLC · $293.8M AUM
CFP®VerifiedFinancial planning
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Hoby Pearce
Financial advisor at Alliance Advisory & Securities, LLC
Alliance Advisory & Securities, LLC · $687.4M AUM
CFP®VerifiedFinancial planning
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Jaclyn Mercer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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James Losey
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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James Nitchke
Financial advisor at One Capital Management, LLC
One Capital Management, LLC · $8.53B AUM
CFP®VerifiedFinancial planning
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James Selu
Financial advisor at Oneseven
Oneseven · $7.72B AUM
CFP®VerifiedFinancial planning
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James Wisdom
Financial advisor at Advisor Share Wealth Management, LLC
Advisor Share Wealth Management, LLC · $376.9M AUM
CFP®VerifiedFinancial planning
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Jason Artof
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jason Thomas
Financial advisor at One Capital Management, LLC
One Capital Management, LLC · $8.53B AUM
CFP®VerifiedFinancial planning
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Jeffrey Prince
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jennifer Duarte
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Jennifer Strong
Financial advisor at Kate Capital Group
Kate Capital Group · $22.9M AUM
CFP®VerifiedFinancial planning
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Jeremy Fields
Financial advisor at Indivisible Partners
Indivisible Partners · $2.08B AUM
CFP®VerifiedFinancial planning
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John Botrous
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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John Mabini
Financial advisor at One Capital Management, LLC
One Capital Management, LLC · $8.53B AUM
CFP®VerifiedFinancial planning
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John Nielsen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Jon Courtney
Financial advisor at Village Wealth Advisors
Village Wealth Advisors · $257.9M AUM
CFP®VerifiedFinancial planning
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Jon Gladstone
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Jon Rehurek
Financial advisor at Alliance Advisory & Securities, LLC
Alliance Advisory & Securities, LLC · $687.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kamie Abraham
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®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 Westlake Village, 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 Westlake Village, CA.

How this list works

Before you hire an advisor in Westlake Village, CA