Best Financial Advisors in San Buenaventura (Ventura)

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
100+
Advisors
4.6/5.0
Average Rating

San Buenaventura (Ventura) Financial Landscape

As a growing city in California, Ventura's economy is supported by tourism, agriculture, and healthcare. The city's strategic coastal location enhances its appeal for business and recreation.

Major industries
Tourism, Agriculture, Healthcare
Population
108.8K (metro: 1.1M)
Median household income
$75,000
Unique needs
Ventura's coastal location necessitates robust disaster preparedness and sustainable development practices.
Market Insights
Economic Growth
According to BEA (2023), Ventura's economy has shown steady growth, driven by tourism and healthcare sectors, with a projected growth rate of 3% annually.
Wealth Demographics
According to Census (2023), the median household income in Ventura is approximately $75,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Ventura are increasingly specializing in retirement planning and sustainable investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Ventura is 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the median home price in Ventura is around $850,000, with a competitive market reflecting high demand and limited inventory.
Business Environment
According to Fortune (2024), Ventura's business climate is favorable, with incentives for small businesses and a focus on sustainable practices.

Top 5 Financial Advisors in San Buenaventura (Ventura)

Legacy One Financial, LPL Financial - Gaea Rae Dawn
★ ★ ★ ★ ★ 5
Maranantha Financial
★ ★ ★ ★ ★ 5
U.S. Bancorp Investments - Financial Advisors: Ventura
★ ★ ★ ★ ★ 5
Swan Retirement Planning
★ ★ ★ ★ ★ 5
Mariner
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in San Buenaventura (Ventura), 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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San Buenaventura (Ventura)-Specific Expertise
For San Buenaventura (Ventura) residents working in Tourism, Agriculture, Healthcare, 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
Ventura's tourism reliance poses economic risks; housing market volatility may lead to bubbles. Flooding and wildfires are concerns; diversify investments to mitigate risks.

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