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TOP 30 Estate planning advisors in Westlake Village, CA
37 results found
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Hippocratic Financial Advisors
Hippocratic Financial Advisors is a leading financial institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. With a focus on integrity, transparency, and ethical practices, we strive to help our clients achieve financial success and security. Whether you are planning for retirement, investing for the future, or managing your wealth, Hippocratic Financial Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Exencial Wealth Advisors
Exencial Wealth Advisors is a finance institution located at 100 North Westlake Boulevard in Westlake Village, California. We provide financial advice and execution to clients across the U.S., offering customized portfolios, tax and accounting services. Our core philosophy is "Integrated beats fragmented," as we believe in coordinating investment management with other areas of your financial picture to improve outcomes. With our E3 process of Evaluate, Execute, and Evolve, we bring your integrated plan to life as your needs change. Our experienced team of CPAs and CFPs will guide you through every step of the process, offering services such as tax planning, retirement planning, and estate planning. With locations across the country, including Dallas, Austin, Charlotte, and Tampa, we are here to help you achieve your financial goals. Contact us at (805) 435-0030 to learn more about our services.
EP Wealth Advisors
EP Wealth Advisors, located at 5743 Corsa Avenue in Westlake Village, California, is a finance institution dedicated to helping you achieve your financial goals. As an independent financial advisor, we take a planning-based approach to address your unique needs and goals. Our fee-only approach ensures objectivity in our investment recommendations. With personalized service and deep expertise, we allow you to focus on what truly matters. At EP Wealth, we offer a wide range of wealth management services to cater to all aspects of your financial life. Our team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a personalized financial plan tailored to you. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. Regular portfolio reviews and updates keep you informed of your progress and any life changes.
Merrill Lynch Financial Advisor Michael J McGovern
Merrill Lynch Financial Advisor Michael J McGovern is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. Michael is dedicated to building and maintaining strong relationships with clients, offering accessible, knowledgeable, and experienced financial advice. The institution works with corporations, business owners, individuals, and families to tailor appropriate retirement and capital strategies. Services include investment management, asset allocation strategies, trust management, estate planning, retirement planning, insurance planning, and more. Michael McGovern, Senior Financial Advisor, brings over 20 years of experience in the financial services industry and is committed to helping clients achieve their financial goals. The institution follows the Merrill tradition of community involvement and offers personalized financial plans through Merrill Personal Wealth Analysis™. Clients can expect a customized approach to address their financial needs and pursue their goals. With a focus on understanding clients' priorities and goals, Merrill Lynch Financial Advisor Michael J McGovern is dedicated to helping clients achieve financial success.
Nicholas Nino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Nicholas Nino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3027 Townsgate Road, Westlake Village, California, United States, is a finance institution that offers a range of specialized certifications and designations to ensure top-notch financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at this institution are equipped to handle various financial needs and situations. Whether it's retirement planning, estate planning, investment management, or specialized financial planning for specific groups such as domestic partners or military personnel, Nicholas Nino - Private Wealth Advisor has the expertise and knowledge to provide comprehensive and tailored financial solutions. The advisors at this institution are committed to upholding high ethical standards and staying current with industry best practices to ensure the best outcomes for their clients.
Victoria Lynne Black - Financial Advisor, Ameriprise Financial Services, LLC
Victoria Lynne Black is a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road in Westlake Village, California, United States. Victoria holds various certifications including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Victoria specializes in helping individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. With a focus on providing personalized financial advice tailored to each client's unique needs, Victoria is dedicated to helping clients achieve their financial goals.
Joel E Boyce - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joel E Boyce - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 250 North Westlake Boulevard in Westlake Village, California, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Ameriprise Financial Services is dedicated to providing expert guidance and support in areas such as asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, or high net worth individual, the advisors at Joel E Boyce are equipped with the knowledge and expertise to help you navigate the complexities of financial planning. Additionally, the institution offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and more, ensuring that clients receive personalized and comprehensive financial advice tailored to their unique circumstances. With a commitment to ethical standards and ongoing professional development, Joel E Boyce - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
Mahyar Mohammadzadeh - Financial Advisor, Ameriprise Financial Services, LLC
Mahyar Mohammadzadeh is a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. Mahyar holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in various aspects of finance such as asset management, estate planning, investment strategies, retirement planning, and insurance products. Additionally, Mahyar is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and other specialized areas of financial planning. With a commitment to providing comprehensive and personalized financial advice, Mahyar is dedicated to helping individuals and small business owners achieve their financial goals.
Scott Wilcox - Financial Advisor, Ameriprise Financial Services, LLC
Scott Wilcox is a Financial Advisor at Ameriprise Financial Services, LLC located at 250 North Westlake Boulevard, Westlake Village, California, United States. Scott Wilcox holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Scott Wilcox's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical standards and continuing education, Scott Wilcox is dedicated to providing comprehensive and personalized financial advice to clients.
Merrill Lynch Private Wealth Advisor Spencer M Miller
Merrill Lynch Private Wealth Advisor Spencer M Miller, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The Miller | Asher Group specializes in working with ultra-affluent clients, particularly those who operate family-owned or privately-held businesses. The institution provides a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are dedicated to meeting specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on individual goals. The institution is committed to providing highly personalized one-on-one service to a select group of clients, offering investment insights from Merrill and banking solutions from Bank of America. The institution strives to help clients pursue their financial goals today while planning for future generations. With a combination of personalized attention and global financial insights, Merrill Lynch Private Wealth Advisor Spencer M Miller aims to create tailored financial strategies for each unique situation.
Matthew Piedmonte - Associate Financial Advisor, Ameriprise Financial Services, LLC
Matthew Piedmonte is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 31351 Via Colinas, Westlake Village, California, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Matthew Piedmonte offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. As an expert in asset management, investment strategies, estate planning, and retirement planning, Matthew Piedmonte provides personalized advice and guidance to help clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or long-term care planning, Matthew Piedmonte has the expertise and knowledge to help you make informed decisions. Contact Matthew Piedmonte at Ameriprise Financial Services, LLC for all your financial planning needs.
Merrill Lynch Private Wealth Advisor Abigail Shek
Merrill Lynch Private Wealth Advisor Abigail Shek is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. The Miller | Asher Group works with ultra-affluent clients, offering a boutique-like, concierge-style wealth advisory experience. The institution provides comprehensive wealth management and estate planning services, with an emphasis on tax-minimization strategies. The private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to industry-leading research and expert analysis to help them stay ahead in their financial goals. The institution works with individuals, families, business owners, and executives, using a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service to a select group of clients, with a focus on developing multigenerational wealth strategies. Clients can expect a powerful and personal experience, with financial strategies tailored to their unique situation. The institution offers investment insights, tips, and strategies to help clients achieve their financial goals. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making any financial decisions.
Kyle Reed - Financial Advisor, Ameriprise Financial Services, LLC
Kyle Reed - Financial Advisor at Ameriprise Financial Services, LLC is located at 3027 Townsgate Road in Westlake Village, California, United States. Kyle Reed holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to providing comprehensive financial planning services. From asset management to estate planning, retirement planning, and investment strategies, Kyle Reed offers expertise in a wide range of financial areas. Whether you are a retiree, small business owner, or high net worth individual, Kyle Reed can provide personalized financial advice tailored to your specific needs. Contact Kyle Reed today to start building a secure financial future.
Mohsen Babaeian - Financial Advisor, Ameriprise Financial Services, LLC
Mohsen Babaeian is a financial advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With his expertise and commitment to providing comprehensive financial planning services, Mohsen Babaeian is dedicated to helping individuals and businesses achieve their financial goals. Contact him today for personalized financial advice tailored to your specific needs.
John Foster - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Foster is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 31351 Via Colinas in Westlake Village, California, United States. Specializing in finance, John Foster holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. John Foster is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, John Foster is committed to helping clients achieve their financial goals.
Rick H Koff - Financial Advisor, Ameriprise Financial Services, LLC
Rick H Koff - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 30700 Russell Ranch Road, Westlake Village, California, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. The advisors at Rick H Koff - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to individuals and businesses, helping them achieve their financial goals.
Robert Kay - Financial Advisor, Ameriprise Financial Services, LLC
Robert Kay is a Financial Advisor at Ameriprise Financial Services, LLC located at 3027 Townsgate Road, Westlake Village, California, United States. Robert holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Robert specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and expertise in various financial areas, Robert provides comprehensive financial planning services to help clients achieve their financial goals.
Merrill Lynch Private Wealth Advisor Brandon T. Asher
Merrill Lynch Private Wealth Advisor Brandon T. Asher, located at 2815 Townsgate Road, Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead. The Miller | Asher Group specializes in working with ultra-affluent clients, many of whom are family-owned or privately-held business owners. Their mission is to provide a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to services typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized service to a select group of clients, helping them develop multigenerational wealth strategies and investment insights.
Julie C Lin - Financial Advisor, Ameriprise Financial Services, LLC
Julie C Lin is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3027 Townsgate Road, Westlake Village, California, United States. Julie specializes in providing comprehensive financial planning services to individuals and small business owners. She holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in areas such as asset management, retirement planning, estate planning, and investment strategies. Julie is dedicated to helping her clients achieve their financial goals and navigate complex financial situations. Contact Julie C Lin today for personalized financial advice and guidance.
Merrill Lynch Private Wealth Advisor Cindy Georghiou
Merrill Lynch Private Wealth Advisor Cindy Georghiou, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The institution, part of The Miller | Asher Group, specializes in working with ultra-affluent clients, many of whom own family businesses. They provide a boutique-like wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. The team at Merrill Private Wealth Management is committed to providing highly personalized service, helping clients develop multigenerational wealth strategies. They offer a range of financial services, including investment insights from Merrill and banking solutions from Bank of America. The institution aims to help clients pursue their financial goals, providing personalized financial strategies tailored to each client's unique situation. Clients can expect dedicated and personalized service from a team of specialists focused on simplifying personal and business finances. Merrill Private Wealth Management offers a powerful and personal experience for clients of substantial means, with a focus on supporting clients and their families for the long term. The institution provides financial strategies designed to meet evolving needs and offers the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Zachary Anargiros Frangos
Merrill Lynch Financial Advisor Zachary Anargiros Frangos is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. With over 40 years of experience in the financial services industry, Zach Frangos specializes in advising clients on Portfolio Management and estate planning. He holds the Chartered Retirement Planning Counselor, CRPC designation and is a qualified Portfolio Manager who can help clients pursue their objectives by building and managing personalized investment strategies. Zach is also actively involved in the community, volunteering with organizations such as the Boy Scouts of America and the Coast Guard Academy Alumni Association. Alongside Diana Santana, a Registered Senior Wealth Management Client Associate, Zach provides personalized financial solutions tailored to each client's unique needs and priorities. By understanding your goals and priorities, Zach works to design a financial approach that reflects your personality and helps you achieve your financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Zach and his team are dedicated to helping you navigate the complexities of your financial life and pursue your goals. As a Merrill Lynch Wealth Management Advisor, Zach is committed to putting you first and providing personalized investment strategies to address your financial needs. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Zach and his team are here to help you every step of the way. Contact Merrill Lynch Financial Advisor Zachary Anargiros Frangos today to start building a personalized financial plan centered on your goals and priorities.
HUB International
HUB International Insurance Services Inc. in Thousand Oaks, California, is a leading finance and insurance agency located at 2393 Townsgate Road. Our office is comprised of several local insurance agencies that have joined forces to better serve our clients and employees. With a diverse team of professionals specializing in industries such as manufacturing, construction, gaming, financial services, real estate, restaurants, and more, we offer a wide range of insurance products including business insurance, workers compensation, professional liability, bonding, employee benefits, and individual medical plans. Additionally, we provide services for private clients and personal lines insurance. Securities are offered through Cambridge Investment Research Inc., while advisory services are provided by Cambridge Investment Research Advisors, Inc. Insurance services are offered through HUB International. Please note that Cambridge and HUB International are not affiliated.
HUB International
HUB International is an insurance agency located at 3585 Maple Street in Ventura, California, United States. This office is the newest addition to Hub International’s Central Coast family of insurance professionals. The Ventura office was established in December 2009 when Hub acquired the former Ogilvy Hill insurance company, which merged with Hub’s Westlake Village and Thousand Oaks offices. Additionally, the Ventura office also includes the Laubacher Insurance Agency, which was acquired by Hub in March 2014. Laubacher Insurance Agency has a long history, dating back to 1903 when it was founded by the grandfather of one of the Company’s former principals. The HUB Ventura insurance office provides a wide range of insurance services, catering to various industries such as agriculture, ranching, arborists, gaming, construction, technology, and real estate. Services offered include property and casualty, life and health, employee benefits, investment, and risk management solutions. The office also offers claims management and employee benefits consulting resources.
City National Bank
City National Bank, located at 2655 Townsgate Road in Westlake Village, California, offers a full suite of personal banking products and services. Our experienced Relationship Managers are ready to assist you in achieving your financial goals. Our private banking office is dedicated to supporting your vision of a rich life, with wealth advisors who will help you design a comprehensive plan to achieve your objectives. From risk management to estate planning, our team is committed to helping you preserve your family's wealth for generations to come. In addition to personal, private, and business banking, City National Bank also offers wealth management, brokerage, leasing services, and software solutions. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, we prioritize integrity and strong client relationships. Choose City National Bank for a personalized experience that goes beyond the competition to help you thrive.
Oak Crest Law Group
Oak Crest Law Group is a trusted law firm located at 31355 Oak Crest Drive in Westlake Village, California. Our experienced team of lawyers specializes in various legal services, with a focus on estate planning and trust administration. As a client-centered firm, we are dedicated to providing personalized and comprehensive legal solutions to meet the unique needs of each individual. Whether you are looking to create a trust or need assistance with trust management, our team is here to help. Contact us today or fill out the form on our website to download your free Successor Trustee Manual. Oak Crest Law Group - where your peace of mind is our priority.
Pollock Law Firm
Pollock Law Firm is a reputable legal institution located at 5743 Corsa Avenue in Westlake Village, California, United States. Specializing in a wide range of legal services, our experienced team of attorneys is dedicated to providing high-quality representation and personalized solutions to each client. With a track record of success and a commitment to excellence, Pollock Law Firm is here to assist you with all your legal needs. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the legal system.
Filippini Wealth Management, Inc.
Filippini Wealth Management, Inc. is a full-service finance, insurance, and real estate agency located at 319 East Carrillo Street in Santa Barbara, California. As a family-owned and independent institution, we offer a comprehensive range of services to meet all of our clients' financial needs. Our experienced team works closely with clients to manage investments, retirement planning, tax planning, estate planning, insurance, and real estate. With offices in Santa Barbara and Westlake Village, we are dedicated to providing personalized and professional financial guidance to help clients achieve their goals. Please note that we have separate entities for each service area, and important disclosures can be found on our website.
SABRE Financial Services
SABRE Financial Services is a leading finance institution located at 2945 Townsgate Road in Westlake Village, California. With a commitment to providing top-notch financial services, SABRE specializes in investment management, retirement planning, estate planning, and more. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Contact SABRE Financial Services today to learn more about how they can help you reach your financial objectives.
Kendyl Roundtree, CFP , MBA, MFP
Kendyl Roundtree, CFP, MBA, MFP is a premier finance institution located at 31111 Agoura Road in Westlake Village, California, United States. With a team of highly qualified professionals, including Certified Financial Planners, Masters of Business Administration, and Masters of Financial Planning, we provide top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, our experts are here to help you achieve your financial goals. Trust Kendyl Roundtree, CFP, MBA, MFP for all your financial needs.
Butler Financial Services, Ltd.
Butler Financial Services, Ltd. is a leading finance institution located at 340 North Westlake Boulevard in Westlake Village, California, United States. With a team of experienced professionals, Butler Financial Services, Ltd. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Butler Financial Services, Ltd. is committed to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust in Butler Financial Services, Ltd. to help you navigate the complex world of finance with expertise and integrity.
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