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 you 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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Find The Best Financial Advisors in Woodland Hills, 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 Woodland Hills is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Woodland Hills & pick the one as per your needs

How To Find The Best Financial Advisors in Woodland Hills, California
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Woodland Hills, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 10 non-vetted financial advisors in Woodland Hills, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Woodland Hills, California have an average of 24 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 Woodland Hills, California

Dash Investments - CFP

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

818-805-5500

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Alano Massi

Palm Capital Management

805-727-2700

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Jeff Kritzberg

Prudential

818-832-3652

Address

11145 Tampa Avenue, 17a,,
Porter Ranch, CA 91326 See Details

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Ira Zito

Financial Peak

818-639-9278

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Guillermo Saade

Prudential

213-884-1724

Address

3530 Wilshire Blvd Suite 1360,
Los Angeles, CA 90010 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Michael DeSantis

Farther Finance LLC

310-742-9633

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Mission Wealth Management, LP

805-882-2360

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 See Details

Top Financial Advisor Firms in Woodland Hills, California (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
STEELPEAK WEALTH, LLC 21650 Oxnard Street, Suite 2300 Woodland Hills, CA, 91367	165168	$2,535,311,796	7094	A percentage of AUM, Fixed fees
TAMAR SECURITIES, LLC 22466 Ventura Boulevard, Woodland Hills, CA, 91364	153991	$1,089,228,509	5816	A percentage of AUM, Hourly charges, Performance Based
DASH INVESTMENTS 21600 Oxnard Street, Ste. 1755 Woodland Hills, CA, 91367	135281	$554,102,397	1149	A percentage of AUM
CHELSEA MANAGEMENT COMPANY 5855 Topanga Canyon Blvd., Suite 205 Woodland Hills, CA, 91367	110399	$497,448,183	224	A percentage of AUM
LAZARI CAPITAL MANAGEMENT, INC. 6928 Owensmouth Ave., #200 Woodland Hills, CA, 91303	172932	$471,149,663	1145	A percentage of AUM, Fixed fees, Performance Based
PARAGON FINANCIAL PARTNERS 5850 Canoga Avenue, Suite 400 Woodland Hills, CA, 91367	158041	$336,776,746	523	A percentage of AUM, Hourly charges, Fixed fees
ODER INVESTMENT MANAGEMENT, LLC 21300 Victory Blvd, Suite 855 Woodland Hills, CA, 91367	134506	$319,333,215	599	A percentage of AUM, Fixed fees
HESEN & HASLAM 21031 Ventura Blvd, Ste #424 Woodland Hills, CA, 91364	286235	$193,893,510	612	A percentage of AUM, Hourly charges, Fixed fees
PROVIDENCE FINANCIAL AND INSURANCES, INC. 20335 Ventura Blvd Ste 125, Woodland Hills, CA, 91364	141988	$153,377,779	1232	A percentage of AUM, Commission Based
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG 5950 Canoga Avenue, Suite 540 Woodland Hills, CA, 91367	156588	$132,658,986	191	A percentage of AUM

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Find The Best Financial Advisors in Woodland Hills, California

How To Find The Best Financial Advisors in Woodland Hills, CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Woodland Hills, California

Address

Pure Financial Advisors, LLC

Address

Address

Palm Capital Management

Address

Address

Prudential

Address

Eddy Financial, LLC

Address

Financial Peak

Address

Prudential

Address

Address

Farther Finance LLC

Address

Address

Homestead Wealth Management

Address

Address

Top Financial Advisor Firms in Woodland Hills, California (Ranked by AUM)

Select other cities around Woodland Hills, California to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Woodland Hills, California
Last Updated - 13-Jun-2023

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