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Find The Best Financial Advisors in Camarillo, California

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 Camarillo is a tedious task to do. give you extensive options to compare best advisors in Camarillo & pick the one as per your needs

How To Find The Best Financial Advisors in Camarillo, California

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Camarillo, California, is a useful resource. We've compiled a list of the 4 vetted financial advisors and 13 non-vetted financial advisors in Camarillo, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Camarillo, California have an average of 16 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Camarillo, California


Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302



Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367



Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067



Personal Capital

Personal Capital


Los Angeles, CA 90012


Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
400 Camarillo Ranch Road, Suite 202 Camarillo, CA 93012
170029 $280,652,430 684 A percentage of AUM
Hourly charges
Fixed fees
5999 B Ridge View Street, Camarillo, CA 93012
160563 $141,435,545 293 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Capital Financial Group
Inquire with Capital
1601 Carmen Drive, Suite 114 Camarillo, CA 93010 805-445-4488
Channel Islands Tax & Wealth Management
Inquire with Channel
333 N. Lantana Street, Suite 118 Camarillo, CA 93010 805-388-0044
Summit Wealth Management Group, Inc.
Inquire with Summit
400 Camarillo Ranch Rd, 202 Camarillo, CA 93012 805-384-1186
Freedom Financial
Inquire with Freedom
201 Westpark Court, Unit D Camarillo, CA 93012 805-626-8022
Goosehead Insurance
Inquire with Goosehead
360 Mobil Ave, Camarillo, CA 93010 805-586-2866
Jeffrey Wolfrey
Inquire with Jeffrey
374 Paradise Circle, Bldg C Suite 200 Camarillo, CA 93010 909-266-0102
Mesa Wealth Management
Inquire with Mesa
900 Avenida Acaso, Suite H Camarillo, CA 93012 818-883-6372
Pete Hockenmaier
Inquire with Pete
1200 Paseo Camarillo, Ste 265 Camarillo, CA 93010 805-987-0450
Edward Jones
Inquire with Edward
484 Mobil Avenue, Suite 16 Camarillo, CA 93010 805-484-9330
Edward Jones
Inquire with Edward
484 Mobil Avenue, Suite 16 Camarillo, CA 93010 805-484-9330

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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