Best Financial Advisors in Simi Valley

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
120+
Advisors
4.7/5.0
Average Rating

Simi Valley Financial Landscape

Simi Valley's economy is diverse, with a mix of retail, healthcare, and manufacturing sectors. The city benefits from its strategic location near major highways and the Los Angeles metro area.

Major industries
Retail, Healthcare, Manufacturing
Population
126K (metro: 1.3M)
Median household income
$95,000
Unique needs
Simi Valley requires attention to housing affordability and sustainable growth to support its expanding population.
Market Insights
Economic Growth
According to BEA (2023), Simi Valley's economy grew by 3.2% last year, driven by retail and healthcare expansion.
Wealth Demographics
According to Census (2023), the median household income in Simi Valley is $95,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Simi Valley are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Simi Valley is 15% higher than the national average, primarily due to housing costs.
Real Estate Market
According to Zillow (2024), home prices in Simi Valley have increased by 8% over the past year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Simi Valley's business climate is favorable, with low unemployment and supportive local policies for small businesses.

Top 5 Financial Advisors in Simi Valley

Edward Jones - Financial Advisor: Kailey N Craig, CFP®|ChFC®
★ ★ ★ ★ ★ 5
Winthco Wealth Management - CPA Simi Valley
★ ★ ★ ★ ★ 5
WinGroup Financial
★ ★ ★ ★ ★ 5
Peak Financial Planning
★ ★ ★ ★ ★ 5
Nora Adel Dogom: Primerica - Financial Services
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Simi Valley, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Simi Valley-Specific Expertise
For Simi Valley residents working in Retail, Healthcare, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Simi Valley's reliance on retail and healthcare poses risks; housing prices may bubble. Prepare for wildfires and economic shifts by diversifying investments.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland