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Financial Advisors in Thousand Oaks, CA

How to choose a financial advisor in Thousand Oaks

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.

Cary Runnells

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Thousand Oaks, CA

ProfileNo contact yet

Navi Madan

Financial Advisor

Wells Fargo Clearing Services, Llc

Thousand Oaks, CA

ProfileNo contact yet

Sonia Borja

Financial Advisor

Wells Fargo Clearing Services, Llc

Thousand Oaks, CA

ProfileNo contact yet

Kurt Weston

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Thousand Oaks, CA

ProfileNo contact yet

Barbara Clark

Financial Advisor

Transamerica Financial Advisors, Llc

Thousand Oaks, CA

ProfileNo contact yet

Sam Barsoum

Financial Advisor

Institutional Bond Network, Llc

Thousand Oaks, CA

ProfileNo contact yet
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