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Financial Advisors in Simi Valley, CA

How to choose a financial advisor in Simi Valley

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Sean Orsatti

Financial Advisor

Allstate Financial Services, Llc

Simi Valley, CA

ProfileNo contact yet

Lori Day

Financial Advisor

INTEGRITY FINANCIAL ADVISORS, LLC

Simi Valley, CA

ProfileNo contact yet

Blaze McDade

Financial Advisor

Fortune Financial Services, Inc.

Simi Valley, CA

ProfileNo contact yet
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