4195 Thousand Oaks Boulevard
Having a clear and disciplined financial plan is a critical part of the relationship. We address your other financial needs beyond investments, such as budgeting, insurance planning, retirement planning, tax planning, and estate planning. As a financial advisor who has your best interest at the forefront, we try to connect all of these areas together, so that your investments are working towards your retirement goals, tax goals, estate goals, etc.
No other certification holds more weight than the Certified Financial Planner (CFP®) certificate. CFP® sets and enforces standards that define professionalism for financial planning. When you're working with a CFP® professional you know you're working with the highest standard.
A great financial advisor will have many years of handling different sorts of complex financial situations and bring that experience to bear in addressing your own unique needs. Obviously, it's typically best to go with someone who has a proven track record and years of experience under their belt. Ask for references and/or conduct an interview with a potential financial advisor. Be sure to ask them about their education, work history, and services.
Wealth managers do a lot more than select investments and stare at stock market screens like in the movies. The right one can help you plan your entire financial life and people from all levels of wealth are realizing how much more relaxing life can be when they have an experienced advisor looking out for their best interests and providing guidance that may not have occurred to them if left to their own abilities.
It’s about aligning your money and your values so that you are actively working toward the life you have and in retirement. To think this way you need to pick the right wealth management partner. Someone you feel comfortable with in reviewing your life plans.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.