Top financial advisors in Thousand Oaks, CA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Thousand Oaks, CA if you're navigating complex tax situations or planning for significant life changes like retirement or inheritance. A common mistake is overlooking how California's high income taxes and Proposition 13's property tax limits interact with your overall financial plan.
- State tax expertise. Confirm the advisor understands California's income tax rates and how Proposition 13 affects your property taxes over time.
- Long-term property planning. Ask how they incorporate property tax limits into your retirement or estate strategies.
- Income and estate coordination. Ensure they consider both your current income tax burden and future estate tax implications together.
- Experience with local regulations. Local knowledge can help avoid surprises in tax liabilities and compliance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Louis A
CFP®, Series 66
Thousand Oaks, CA
LPL Financial
Louis Ashamallah's 18 years of experience and CFP® certification equip him to address complex financial needs in Thousand Oaks, including tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee planning, he stands out by combining extensive industry knowledge with access to broad resources, suitable for clients seeking comprehensive wealth management.
Experience: 19 years
Avg account: $399,489
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Laura E
Series 63, Series 65
Thousand Oaks, CA
Transamerica Financial Advisors
Laura Elmore's 12 years of experience and Series 63 and 65 licenses equip her to navigate California's complex tax landscape, including Proposition 13 implications. Working with Transamerica Financial Advisors, a large firm serving diverse clients with model portfolios and third-party managers, she offers a 0.65% AUM fee and expertise in ESG investing and wealth management, distinguishing her from advisors at smaller firms.
Experience: 12 years
Avg account: $48,577
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Anna B
Series 65
Thousand Oaks, CA
Hillcrest Financial Group
Anna Bogorodchenko offers expertise in general retirement planning and trust structures, which is valuable for managing complex tax situations and estate considerations in Thousand Oaks, CA. As an independent advisor with a flat-fee structure and experience at reputable firms, she works within Hillcrest Financial Group's team that applies Modern Portfolio Theory to tailor portfolios, serving high-net-worth clients with a focus on comprehensive financial planning.
Experience: 1 year
Avg account: $1,636,311
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Serj A
CFP®, Series 66
Thousand Oaks, CA
J.P. Morgan Securities
Serj Arutyunyan's 15 years of experience and CFP® certification equip him to navigate complex financial needs in Thousand Oaks, including wealth management for executives and business owners. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized asset allocation, he provides a blend of brokerage and investment management services with a competitive 0.30% annual AUM fee.
Experience: 15 years
Avg account: $318,381
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Derek N
Series 66
Newbury Park, CA
Merrill
Derek Newell in Thousand Oaks, CA, offers tax-loss harvesting and active portfolio management, which can help navigate California's complex tax environment. Affiliated with Merrill, a large firm serving diverse clients with managed accounts and tax-focused strategies, he brings a Series 66 designation and experience from Bank of America, supporting mid-career professionals and high earners with a 1.10% AUM fee for accounts under $2 million.
Experience: 2 years
Avg account: $860,085
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