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Financial Advisors in Westlake Village, California

Our hand-picked list of 8 financial advisors serving Westlake Village, California. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Westlake Village

Financial professionals in Westlake Village should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Westlake Village

CARMANDALIAN FINANCIAL GROUP, LLC

2829 TOWNSGATE RD, WESTLAKE VILLAGE, CA 91361

📞 (818) 707-••••

CRUDEN BAY INVESTMENT MANAGEMENT, LLC

2945 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361

📞 (805) 267-••••

FISCHER INVESTMENT STRATEGIES, LLC

920 HAMPSHIRE ROAD, WESTLAKE VILLAGE, CA 91361

📞 (805) 418-••••

HAVEN CAPITAL GROUP

2625 TOWNSGATE RD, WESTLAKE VILLAGE, CA 91361

📞 (805) 963-••••

MANCHESTER FINANCIAL INC

2815 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361

📞 (805) 495-••••

ONE CAPITAL MANAGEMENT, LLC

3075 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361

📞 (805) 409-••••

PNMAC CAPITAL MANAGEMENT, LLC

3043 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361

📞 (805) 849-••••

SHERWOOD FINANCIAL PARTNERS, LLC

2475 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361

📞 (805) 870-••••

Frequently Asked Questions

Where can I find financial advisors in Westlake Village, California?

Westlake Village, California has 8 financial advisors listed in our directory. CARMANDALIAN FINANCIAL GROUP, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in California?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In California, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Westlake Village?

Financial professionals in Westlake Village should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Westlake Village?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Westlake Village-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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