Best Financial Consultant Thousand Oaks Near Me

4worldlovers: Working the cash register of my parents’ small business at 8 years old, I quickly learned the steps to secure a strong financial future: work hard, live within your means and save. I also learned it took a lot of work and sacrifice. Those early experiences sparked my desire to empower business owners to feel confident about their own financial outcomes. That path led me to join Edward Jones as a financial advisor in 2011.

Stephanie and Sandra, our branch office administrators, create a space where clients feel cared for, comfortable and understood. Our office has a “family feel” uniquely generated by three working mothers who understand what people's concerns are. My ideal client is at what I call that “fuzzy moment” in their financial journey – knowing what they want, not quite sure how to get there, and open to a collaboration that will help move them toward their goals.

Knowing this, I ask my clients to bring what I call AAAP:

- A spirit of Advocacy to make an impact in their communities.

- And the Potential that comes from being in the growth stage of their career and willing to make the most of that moment in their lives.

4worldlovers: We have what it takes to help you reach your family's financial goals.

Give us a call today for all of your financial planning needs!

We offer a variety of educational classes to help you make informed decisions on your Financial needs!

If you would like to request a particular topic, feel free to e-mail us with your suggestion!

Check out all of our videos on our Webinars & Videos page.

4worldlovers: We are a full service Investment Advisory firm located in Westlake Village, California. We provide both individual investors and businesses an array of tax-sensitive Wealth Management strategies. We are Independent Investment Managers who operate free from proprietary products, enabling our clients to address the majority of their financial planning needs through a dedicated consultative approach. We incorporate a complete range of industry standard products, services, and strategies for all of our Private Clients.

The scope of financial products and services we provide for our clients includes Equities, Mutual Funds, Structured Products, Fixed Income, Separately Managed Accounts, Customized Retirement Strategies, Insurance, Annuities, Long Term Care, and Estate Planning just to name a few. We manage client accounts throughout the United States covering multiple segments from affluent to high net worth.

With over 35 years of financial services experience, we have been helping our clients develop and execute general and comprehensive strategic investment plans. As advocates for our clients, our single most important goal is to develop personalized strategies that align with your investment objectives, risk tolerance, and time horizon, all while encouraging disciplined financial habits and structure.