Best Financial Advisors in Thousand Oaks

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

Thousand Oaks Financial Landscape

The economy of Thousand Oaks is diverse, with a focus on technology, healthcare, and retail. The city benefits from its proximity to Los Angeles, enhancing its economic opportunities.

Major industries
Technology, Healthcare, Retail
Population
128.7K (metro: 1.3M)
Median household income
$100,000
Unique needs
Thousand Oaks requires tailored financial strategies due to its unique economic landscape and demographic profile.
Market Insights
Economic Growth
According to BEA (2023), Thousand Oaks has seen a steady economic growth rate of 3.2%, driven by technology and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Thousand Oaks is approximately $100,000, reflecting a prosperous community.
Advisor Specializations
Based on BLS (2023), financial advisors in Thousand Oaks increasingly specialize in retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Thousand Oaks is 15% higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the median home price in Thousand Oaks is around $850,000, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Thousand Oaks boasts a favorable business climate, attracting startups and established companies alike.

Top 5 Financial Advisors in Thousand Oaks

Hillcrest Financial Group
★ ★ ★ ★ ★ 5
Village Wealth Advisors
★ ★ ★ ★ ★ 5
Westlake Private Wealth Management
★ ★ ★ ★ ★ 5
Financial Pointe
★ ★ ★ ★ ★ 5
Eagleson Arndt Financial Advisors, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Thousand Oaks, 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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Thousand Oaks-Specific Expertise
For Thousand Oaks residents working in Technology, Healthcare, Retail, 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
Thousand Oaks' tech focus poses concentration risks; housing market volatility raises bubble concerns. Prepare for wildfires and economic shifts by diversifying investments.

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