Thousand Oaks, CA Office
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Dynamic
Multi-team
Firm-wide stats for Dynamic
About
Dynamic serves a broad mix of clients — individuals (including high-net-worth), trusts, estates, charitable organizations, pension and profit-sharing plans, businesses — and also works with unaffiliated registered investment advisers. It offers discretionary and non-discretionary portfolio management, financial planning and consulting, retirement plan services, and sub-advisory and practice-support services for other advisers.
The firm’s Financial Advisers typically follow a long-term, client-specific portfolio construction process that considers goals, risk tolerance, and liquidity needs, and may employ individual securities, mutual funds, ETFs, alternatives, options or hedging strategies as appropriate. Dynamic also supports implementation through sub-advisers and third‑party managers, performs outsourced trading arrangements, and provides research and model-based investment content that advisers can subscribe to and apply themselves.
Compared with many enterprise peers, Dynamic places notable emphasis on serving other advisers: it provides an integrated technology platform, operational and compliance support, account aggregation and consolidated reporting, and it acts as a sub-adviser to unaffiliated RIAs. The firm also distributes periodic research and model updates to subscribing advisers, has explicit outsourcing and execution relationships (including with trading providers) and is engaged in technology collaboration with a third‑party vendor, which are features less common among its peers.
Based on Dynamic
Expertise
Based on Dynamic
Location
515 Marin Street, Suite 300
Thousand Oaks CA 91360
Advisors at this office
3
Advisors at this office
Parker D
Series 65
Thousand Oaks, CA
Dynamic
Parker Dubreuil is a Series 65-licensed advisor at Dynamic with four years of industry experience. He has worked at Dynamic Wealth Advisors dba Crestview Capital Management since 2022 and previously held roles at Paysafe Group, Abercrombie & Fitch, and California Lutheran University. Outside of advising, he owns a 1% stake in Aculis Inc., a venture focused on using artificial intelligence to assist advisor and support staff with administrative tasks. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support, with a particular emphasis on supporting other advisers through technology platforms and outsourced solutions.
Thomas M
CFP®, Series 66
Thousand Oaks, CA
Dynamic
Thomas McCann is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Dynamic since 2018 and previously was with Steel Peak Wealth Management from 2015 to 2018. McCann is co-owner of Aculis Inc., a venture focused on using artificial intelligence to help advisors and support staff reduce administrative tasks. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm emphasizes a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement services, and practice support for other financial advisors.
Alecsander Z
CFP®, Series 65
Thousand Oaks, CA
Dynamic
Alecsander Zari is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Dynamic and previously worked at Steel Peak Wealth Management, Uber, and Wokcanos. His outside activities include offering insurance products through his business in California. Dynamic serves a wide range of clients, including individuals, trusts, estates, and businesses, providing portfolio management, financial planning, and retirement plan services. The firm emphasizes a client-specific investment approach and offers extensive support to other advisers through technology, compliance, and research resources.
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