Ways to browse advisors serving Thousand Oaks, CA

Pick a specialty or descriptor to browse more advisors serving Thousand Oaks, CA.

By how they work

Type	Advisors
Large-firm	1,951
Flat-fee	1,384
Seasoned	1,058
Independent	836
CFP®-certified	432

By who they serve

Type	Advisors
High-net-worth	575
Baby Boomer	49
Millennial	5

Browse by specialty

Find advisors serving Thousand Oaks, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,497
Wealth management	979
Executive	915
Retired	877
Tax-loss harvesting	662
Retirement plans for business owners (SEP, solo 401k)	625
Retirement income strategy	424
College savings (529s, UTMA, etc.)	409
General retirement planning	409
Active portfolio management	384
General estate planning guidance	306
Private / alternative investments	300
Approaching retirement	260
Options & derivatives strategies	253
Real estate investing	240
HENRY (High Earners, Not Rich Yet)	239
Mid-Career Professionals	237
Cash flow / budgeting	217
ESG / Sustainable investing	213
Annuities	192
Income planning	190
Business exit / sale strategy	184
Charitable giving & philanthropy	165
Social Security optimization	157
Concentrated stock management	150
Passive / index investing	142
Retirement withdrawal strategies	113
Business ownership considerations	112
Equity compensation tax strategy	76
Divorce financial planning	75
Self-Employed	71
Business succession planning	57
Planning for children with special needs	52
Financial Professional	48
Established Professionals	47
Debt management	46
Women Professionals	46
Multi-generational wealth transfer	45
General tax planning	44
Attorney	41
Equity Recipients (RS/RSU, SOP, ESPP)	37
Consultant	34
Young Professionals	29
Tax strategies for small businesses	25
Values-based investing	22
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	21
Religious/faith focused	18
Retired	17
Life insurance needs analysis	14
Long-term care insurance	12
Educators, Teachers, and Academics	10
Military & Veterans	10
Divorced	9
Doctor or Medical Professional	9
Entertainment Industry	9
Professional Athlete	8
Business Financial Management	7
Factor investing / smart beta	5
Roth conversion strategy	5
Business sale tax planning	4

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