Best Financial Advisors in Oxnard

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
200+
Advisors
4.7/5.0
Average Rating

Oxnard Financial Landscape

Oxnard's economy is driven by agriculture, manufacturing, and tourism, contributing to its growth. The city is strategically located near major trade routes, enhancing its economic potential.

Major industries
Agriculture, Manufacturing, Tourism
Population
203K (metro: 1.0M)
Median household income
$76,000
Unique needs
Oxnard requires strategies for sustainable agriculture and disaster preparedness due to its coastal location.
Market Insights
Economic Growth
According to BEA (2023), Oxnard's economy has shown resilience with a growth rate of 3.2% over the past year, driven by local agriculture and manufacturing.
Wealth Demographics
According to Census (2023), the median household income in Oxnard is $76,000, reflecting a diverse economic base and a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Oxnard increasingly specialize in agricultural investments and real estate due to local economic trends.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Oxnard is 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Oxnard's real estate market is competitive, with home prices rising by 8% year-over-year, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Oxnard's business climate is favorable, with incentives for startups and a focus on sustainable practices attracting new investments.

Top 5 Financial Advisors in Oxnard

Strategic Path Financial Group, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Miguel A Noriega, CFP®|CEPA®
★ ★ ★ ★ ★ 5
Prospera Succession Partners
★ ★ ★ ★ ★ 5
Allen Clark Financial Services
★ ★ ★ ★ ★ 5
Legacy One Financial, LPL Financial - Gaea Rae Dawn
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Oxnard, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Oxnard-Specific Expertise
For Oxnard residents working in Agriculture, Manufacturing, Tourism, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Oxnard's agriculture sector faces climate risks; real estate prices may bubble due to demand. Prepare for flooding risks and diversify the economy beyond agriculture.

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