National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > thousand oaks

GFP WEALTH MANAGEMENT

Tel: 805-494-8181
25 W Rolling Oaks Drive
Suite 111
Thousand Oaks, California  91361

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

GFP WEALTH MANAGEMENT

GFP WEALTH MANAGEMENT is a Thousand Oaks, California based financial advisory firm with nearly $168,412,260 in assets under management and provides investment advisory services for 190 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

133566

SEC#:

801-127509

No. of Clients:

190

Assets under Management

$168,412,260

No. of Advisors:

1

More Financial Advisory Firms in Thousand Oaks, California

More Firms in Thousand Oaks, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.