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Financial Advisors in Oxnard, California (Ventura County)

Ventura Coast Wealth Management
7 miles from Oxnard, CA
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Doug Michie, CFP, JD, MBA, MS, PhD
Ventura Coast Wealth Management was founded in February 2010 to provide fee only investment advice and financial planning services to Southern California, a vastly under served area. We accept no commissions or com... See More

Lamia Financial Group, Inc
19 miles from Oxnard, CA
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Jeffrey Borenstein
Lamia Financial Group, Inc. is an independent, fee-only wealth management firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los An... See More

Fischer Investment Strategies
19 miles from Oxnard, CA
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Ted Fischer, CFP, QPFC

Goyette Financial Planning
19 miles from Oxnard, CA

Stephan Goyette, CFP

Strategic Financial
19 miles from Oxnard, CA

Kenneth Gross, CFP, EA

Thomas J Hartfield
23 miles from Oxnard, CA
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Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Highlights: Family Financial Planning, Divorce Planning, Wealth Management, Rollovers, Investment Consulting, Retirement Planning, Annuities & Life Insurance, Estate Planning, Investment Services, Rollover, College Planning, Retirement Distribution Plan, Socially Responsible Investments, Disability Income & Long Term Care Insurance, IRA, Stocks, Mutual Funds, Independent Investment Advisor, Pension Plan Design & Management, Corporate Bonds
Ameriprise Financial Services, Inc.
32 miles from Oxnard, CA

Comprehensive Financial planning.

Highlights: Fee Only, Investment Policy Statements, Estate Planning, Special Needs Planning, Trustee Services, IRA, Corporate Bonds, Investment Consulting, Job Transition Coaching, Charitable Planning, Socially Responsible Investments, Retirement Planning, Business Planning, Investment Services, Disability Income & Long Term Care Insurance, Wealth Management, Annuities & Life Insurance, Passive Investment Strategies, Debt Management, Professional Wealth Management
Attainable Wealth
33 miles from Oxnard, CA
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Inga Chira, CFP, PhD
Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm with no asset minimums. I am an applied academic. I work with many people in their 30s and 40s whose life revolves around... See More

Ventura Advisors
33 miles from Oxnard, CA
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Ventura Advisors provides custom wealth advisory services. We aim to know our clients so well that we can share our expertise, acquired through years of experience and study, to ensure that our clients consistently make the best financial decisions.... See More

Highlights: Wealth Management, Fee Only, Investment Management, Fiduciary, Certified Financial Planner, MBA, CFA Charterholder, Special Needs Planning, Retirement Income Planning, Professional Wealth Management, CFP ®, Passive Investment Strategies, Registered Investment Advisor, Independent Investment Advisor, Fee-Only, 401k Rollover, Advisory And Investment Management, Retirement Planning, Charitable Planning, Rollover Of 401k Or IRA
Accumulation Strategies
33 miles from Oxnard, CA
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Ronnie Kahn, CFP
Ronnie Kahn is a financial planner and registered investment adviser in Woodland Hills, CA, serving the greater Los Angeles area. Kahn's firm Accumulation Strategies, founded in 1998, specializes in fee-only financial planning and we... See More

Gary Cook Financial Planning
33 miles from Oxnard, CA

Gary Cook
My firm is a Registered Investment Adviser and I am a Certified Financial Planner TM. I provide simple, easy to understand advice on financial topics such as investments, retirement cash flow analysis, debt reduction, and estate planning.
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Glenmore Financial, Inc.
37 miles from Oxnard, CA

Donald Hance, Jr, CFP, EA
Glenmore Financial, Inc. is a fee-only personal financial planning advisory firm. We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase or sale of products. Our g... See More

Goodstein Wealth Management LLC
38 miles from Oxnard, CA
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Alan Goodstein, CFP
I have been an advisor for 23 years. I believe that financial advice should be available to everyone.
I started as a stock broker with DeanWitter-Morgan Stanley in 1993. experience that is hard to come by. I have been in indepen... See More

Hartman Financial Planning
39 miles from Oxnard, CA
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Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan revi... See More

Highlights: As-Needed Planning, Mutual Funds, Certified Financial Planner, Investment Policy Statements, Socially Responsible Investments, Debt Management, Stocks, 401K Consulting, Fiduciary, Passive Investment Strategies, Synergistic Portfolio Planning, Investment Consulting, A La Carte Services, Investment Services, Fee Only, Asset Protection, Comprehensive Financial Planning, Retirement Planning, Income Tax Planning, No Minimums
Crafted Wealth Management, LLC
43 miles from Oxnard, CA

Gabriel Anderson, CFP, ChFC, CLU
Hi, my name is Gabe and I founded Crafted Wealth. I'm a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow the... See More

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