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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Calabasas is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Calabasas & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Calabasas?

Looking for a qualified financial advisor in Calabasas? We can help you by narrowing down your options & listing the best financial advisors in Calabasas as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Calabasas near you with the list of certified and vetted Calabasas financial advisors.

List of Qualified Financial Advisors in Calabasas, California

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Ira Zito

Financial Peak

5850 Canoga Ave., Suite 400
Suite 400

Woodland Hills, CA 91367

818-639-9278

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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

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Paul Taghibagi

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067

310-712-2323

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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012

650-556-1310

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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626-768-2972

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855-963-2526

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

List of Additional Financial Advisors in Calabasas, California*

* Additional advisor listing is provided in partnership with Yext

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Planned Asset Management

26135 Mureau Road
Suite 201

Calabasas, CA 91302
818-708-6888

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Kevin Whitten - Ameriprise Financial Services, LLC

24025 Park Sorrento
Ste 320

Calabasas, CA 91302
818-704-6675

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Charissa Spach - Ameriprise Financial Services, LLC

24025 Park Sorrento
Ste 440

Calabasas, CA 91302
818-227-9636

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Kennedy Wealth Management

23901 Calabasas Road
Suite 1064

Calabasas, CA 91302
818-330-8133

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Larry Schechter M.A.

26135 Mureau Road
Suite 201

Calabasas, CA 91302
818-262-8080

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Kyle Whitten - Ameriprise Financial Services, LLC

24025 Park Sorrento
Ste 320

Calabasas, CA 91302
818-704-6675

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Adam Goldstein - Ameriprise Financial Services, LLC

24025 Park Sorrento
Ste 320

Calabasas, CA 91302
818-704-6675

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Jonathan Rowsey - Ameriprise Financial Services, LLC

24025 Park Sorrento
Ste 320

Calabasas, CA 91302
818-704-6675

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Goldstein & Associates - Ameriprise Financial Services, LLC

24025 Park Sorrento
Ste 320

Calabasas, CA 91302
818-704-6675

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Edward Jones - Financial Advisor: Brandon J Hines

23548 Calabasas Rd
Suite 101

Calabasas, CA 91302
818-518-1086

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Ryan M Liljegren - Ameriprise Financial Services, LLC

24025 Park Sorrento
Ste 440

Calabasas, CA 91302
818-878-8622

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TriaGen Wealth Management

23801 Calabasas Road
Suite 1010

Calabasas, CA 91302
818-732-8553

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John Shin

818-466-0200

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Monarch Wealth & Retirement Strategies

4500 Park Granada
Suite 202

Calabasas, CA 91302
855-529-4015

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James Spach - Ameriprise Financial Services, LLC

24025 Park Sorrento
Ste 440

Calabasas, CA 91302
818-264-0810

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Dennis A Muehlenbach - Ameriprise Financial Services, Inc.

24025 Park Sorrento
Ste 440

Calabasas, CA 91302
818-227-9636

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Malibu Canyon Wealth Management

24007 Ventura Boulevard
#135

Calabasas, CA 91302
818-639-3020

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Edward Jones - Financial Advisor: Omid Sasson

23548 Calabasas Rd
Suite 101

Calabasas, CA 91302
818-518-1086

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Edward Jones - Financial Advisor: Gina A Lapiner, CFP®

26570 Agoura Road
Suite 130

Calabasas, CA 91302
818-878-9173

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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