What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Woodland Hills, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Woodland Hills, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Eric Amzalag
CFP®, RICP®
Peak Financial Planning
Canoga Park, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Social Security + Medicare
I help break down the complex problem of preparing for financial independence (or retirement) into simple actionable steps so that you can maximize your retirement income and ensure that your money outlives you.
Joseph Anderson
CFP®, AIF®
Pure Financial Advisors, LLC
Woodland Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Michael Pash
CFP®, AIF®, MBA
Pure Financial Advisors, LLC
Woodland Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Matt Balderston
CFP®, AIF®
Pure Financial Advisors, LLC
Woodland Hills, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Shonty Spatola
CPA/PFS, CFP®
Pacific Oak Financial Planning
Woodland Hills, CA
Fee-Only Financial Planner and CPA serving clients in Woodland Hills, Sherman Oaks, Encino, West Los Angeles, Santa Monica, Hollywood, surrounding areas of Los Angeles and throughout the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
