Family wealth in Thousand Oaks, California
26 results found
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Mission Wealth Management
● ClosedMission Wealth Management is a leading finance institution located at 370 North Westlake Boulevard in Thousand Oaks, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a comprehensive approach to wealth management, we provide tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for college, or looking to grow your investments, Mission Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and make informed decisions that will lead to long-term success.
370 N Westlake Blvd #100, Thousand Oaks, CA 91362, United States -
Zonder Family Law Group
● ClosedZonder Family Law Group, located in Westlake Village, California, is a team of experienced and results-driven family law and divorce attorneys. Specializing in quarterbacking your legal path forward to a good life after divorce, Zonder Family Law Group offers a holistic "3D" approach that focuses on increasing your courage, confidence, and financial and emotional well-being during and after the divorce process. With a team of experts in legal, financial, and emotional aspects of divorce, Zonder Family Law Group ensures that you have the support and guidance you need to navigate through this challenging time. By utilizing an interdisciplinary approach to family law, their attorneys act as "quarterbacks" who formulate legal strategies and assemble the right team of professionals to help you achieve the best outcome for your unique situation.
3625 Thousand Oaks Blvd Ste 123, Westlake Village, CA 91362, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.
468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, United States -
Hofer & Associates Wealth Management
● OpenHofer & Associates Wealth Management is a leading finance institution located at 90 Thousand Oaks Boulevard in the beautiful city of Thousand Oaks, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today and let us help you take control of your finances and achieve financial success.
90 Thousand Oaks Blvd #310, Thousand Oaks, CA 91360, United States -
Coastal Wealth Advisors
● ClosedCoastal Wealth Advisors, located at 3255 Old Conejo Road, Thousand Oaks, California, United States, is a finance institution with a mission to improve the quality of life for clients, families, and the community. With over 30 years of experience, their team works to simplify financial lives and maximize opportunities by providing holistic planning, advice, and consistent execution. They offer personalized solutions focused on financial security, tax efficiency, and caring for others, tailored to each client's goals and needs. Services include strengthening financial positions, protecting futures, accumulating wealth, tax-efficient money management, retirement planning, and creating a meaningful legacy. Managed accounts, investment advice, insurance, banking, and generosity programs are available to help clients make the most of their resources. As part of Thrivent, a Fortune 500 company with a long history of financial strength and community involvement, Coastal Wealth Advisors is dedicated to empowering individuals and developing prosperous communities. Thrivent's financial professionals do not provide legal, accounting, or tax advice, and licensing information can be found through state insurance departments. Clients can access a range of products, programs, and services through Thrivent's Financial Planning Framework and Dedicated Planning Services. Thrivent Financial for Lutherans offers insurance products, while Thrivent Investment Management Inc. provides securities and investment advisory services. Financial advisors at Thrivent are credentialed to offer investment advisory services, and more information can be found on Thrivent's website or FINRA's BrokerCheck.
3255 Old Conejo Rd Suite 201, Thousand Oaks, CA 91320, United States -
WealthSource Partners, LLC Thousand Oaks
● OpenWealthSource Partners, LLC in Thousand Oaks, California, is a finance institution located at 3255 Old Conejo Road, Suite 107. Our dedicated team of financial advisors is committed to helping clients solve their toughest financial challenges and achieve their goals. We offer investment management, financial planning, retirement income planning, and tax planning services to local families. Our founder, Alan, is passionate about helping business owners and entrepreneurs make informed decisions about their assets for security, growth, and inter-generational continuity. With a background in mathematics and military service, Alan brings a unique perspective to wealth management. Our team includes Client Relationship Associates like Michael, who bring expertise in office management and business administration. We also have financial planners like Zak, who specialize in helping business owners navigate their financial lives. With a focus on personalized financial solutions and a commitment to our clients' success, WealthSource Partners is here to help you achieve financial clarity, confidence, and action. Contact us today to learn more about how we can help you reach your financial goals.
3255 Old Conejo Rd Suite 107, Newbury Park, CA 91320, United States -
Coastal Wealth Advisors
● ClosedCoastal Wealth Advisors is a finance institution located at 203 Bainbridge Court, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing financial security, tax efficiency, and compassionate care. With over 30 years of experience, we offer holistic financial planning and advice to help simplify your financial life and maximize opportunities. Our personalized approach integrates your objectives into a roadmap that evolves with your changing needs and goals. We offer comprehensive advice and financial strategies that are in your best interest, including managed accounts managed by investment professionals. As part of Thrivent, a Fortune 500 company, we believe in using money as a tool to achieve a higher purpose and empower individuals to live more generous lives. Membership with Thrivent provides access to tools and resources for giving back to the community and living a more meaningful life. Thrivent is dedicated to helping people build financial futures and make a positive impact in the world. Visit us to explore how our financial expertise and solutions can help you achieve your goals and create a lasting legacy.
203 Bainbridge Ct, Thousand Oaks, CA 91360, United States -
HUB International
● ClosedHUB 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.
3585 Maple St #152, Ventura, CA 93003, United States -
Firefighters First Credit Union
● ClosedFirefighters First Credit Union, located at 191 West Wilbur Road in Thousand Oaks, California, offers a wide range of financial services to firefighters and their families nationwide. With branches in California, Arizona, Washington, and Texas, we provide personal and business banking solutions including savings, checking, credit cards, auto loans, mortgage loans, and more. Our investment property loans and 5x5 ARM options offer flexibility and low monthly payments for those looking to build wealth or move within 5 years. Download our app for easy financial management on the go. Join Firefighters First Credit Union today to access our legendary service and exclusive member benefits.
191 W Wilbur Rd STE 101, Thousand Oaks, CA 91360, United States -
Pacific Coast Pediatric Surgery
● ClosedPacific Coast Pediatric Surgery, located at 2190 Lynn Road, Suite 200 in Thousand Oaks, California, is a premier institution specializing in pediatric surgery. Led by the esteemed Dr. Phil Frykman, a highly experienced and compassionate pediatric surgeon, the practice is dedicated to providing top-notch care to young patients and their families. With a background as the former Associate Director of Pediatric Surgery at Cedars-Sinai Medical Center and a professor at prestigious medical schools in Southern California, Dr. Frykman brings a wealth of expertise to his practice. At Pacific Coast Pediatric Surgery, families can trust that their children will receive the highest quality of care in a warm and supportive environment. Dr. Frykman's personal experience with medical issues in children allows him to approach each case with empathy and understanding, ensuring that every patient receives personalized and attentive treatment. Patients and families alike can rest assured that they are in good hands at Pacific Coast Pediatric Surgery.
2190 Lynn Rd # 200, Thousand Oaks, CA 91360, United States -
Edward Jones - Financial Advisor: James Shipe
● ClosedEdward Jones - Financial Advisor: James Shipe is a reputable financial institution located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California, United States. Specializing in personalized financial planning and investment services, James Shipe and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: James Shipe provides expert advice and guidance to individuals, families, and businesses looking to grow and protect their wealth. Contact them today to schedule a consultation and start planning for a brighter financial future.
100 E Thousand Oaks Blvd Suite 124, Thousand Oaks, CA 91360, United States -
Sherith Squires - Thrivent
● ClosedSherith Squires - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and compassion. With over 30 years of experience, we work to simplify financial matters and maximize opportunities through holistic planning and consistent execution. Our approach involves creating customized solutions across various areas such as financial strengthening, wealth accumulation, retirement planning, and legacy building. At Thrivent, we believe in using money as a tool for a greater purpose. We offer comprehensive advice, managed accounts, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. As a member of Thrivent, you become part of a community dedicated to looking out for others and giving back to the neighborhoods we serve.
3255 Old Conejo Rd Suite 201, Newbury Park, CA 91320, United States -
Erik Lundring - Thrivent
● ClosedErik Lundring - Thrivent is a financial institution located at 3255 Old Conejo Road in Thousand Oaks, California, United States. Our mission is to enhance the quality of life for our clients, their families, and the community by providing personalized financial solutions focused on security, tax efficiency, and philanthropy. With over 30 years of experience, we aim to simplify and maximize our clients' financial opportunities through holistic planning, advice, and consistent execution. We believe in integrating our clients' objectives into a personalized roadmap that evolves with their changing needs and goals. Our customized solutions cover various key areas such as strengthening financial positions, protecting financial futures, accumulating wealth, tax-efficient money management, long-term care planning, retirement income preparation, legacy planning, and more. We offer comprehensive advice and financial strategies that are in the best interest of our clients.
3255 Old Conejo Rd Suite 201, Thousand Oaks, CA 91320, United States -
Ian Brown - Thrivent
● ClosedIan Brown - Thrivent is a finance institution located at 3255 Old Conejo Road, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing financial security, tax efficiency, and caring for others. With over 30 years of experience, we work to simplify financial lives and maximize opportunities through holistic planning and advice. We offer personalized solutions in areas such as strengthening financial positions, wealth accumulation, retirement planning, and legacy planning. Thrivent believes in using money as a tool for a higher purpose and provides a range of financial services including investments, insurance, banking, and generosity programs. As a member of Thrivent, you become part of a community focused on giving back and living a meaningful life. Thrivent is a Fortune 500 company with a long history of financial strength and stability, serving over 2 million clients and their communities. Our financial professionals provide advice and guidance tailored to individual needs and goals. Visit our website for more information on professional designations and licensing requirements. Please note that Thrivent does not provide legal, accounting, or tax advice.
3255 Old Conejo Rd Suite 201, Thousand Oaks, CA 91360, United States -
The Joint Chiropractic
● ClosedWelcome to The Joint Chiropractic - Rancho Temecula, your trusted destination for family chiropractic care and spine health in Temecula, CA. Conveniently located on the southeast corner of Winchester Road and Nicholas Road, next to Sprouts Natural Market, we are dedicated to offering a natural, drug-free approach to healthcare. Whether you're experiencing lower back pain, sciatica, migraines, or are seeking preventative care, our team of licensed chiropractors is here to help you find relief and enhance your overall well-being. At The Joint Chiropractic, we pride ourselves on providing an affordable, convenient, and accessible healthcare experience that stands apart from traditional medical visits. Our skilled chiropractors perform manual manipulation of the spine to relieve subluxations, or misalignments, thereby restoring proper communication between your brain and body. This alignment can assist with pain relief and help prevent a variety of symptoms, contributing to your long-term health.
39628 Winchester Rd Suite A, Temecula, CA 92591, United States -
Dr. Behnam Sharareh
● OpenWelcome to the practice of Dr. Behnam (Ben) Sharareh, MD, located at 3525 Loma Vista Road, Ventura, California. Dr. Sharareh is a highly skilled orthopedic surgeon specializing in upper extremity conditions, with a focus on the shoulder and elbow. Raised in Laguna Niguel, CA, he brings a wealth of expertise and compassionate care to his patients. Dr. Sharareh's educational journey began at the University of California, Los Angeles, where he earned a Bachelor of Science in Bioengineering. He then pursued his medical degree at the University of California, Irvine, gaining membership in both the Alpha Omega Alpha Medical Honor Society and the Gold Humanism Honor Society. His training continued at Baylor College of Medicine with a residency in orthopedic surgery, followed by a fellowship in shoulder and elbow surgery at the University of Washington.
3525 Loma Vista Road, Ventura, California 93003, United States -
Breanna Langel
● OpenWelcome to Breanna Langel Physiotherapy, your trusted partner in health and wellness located in the heart of Camarillo, California. Situated at 3901 Las Posas Road, our practice is dedicated to providing exceptional physiotherapy services tailored to meet your individual needs. Breanna Langel, an esteemed physiotherapist, holds a bachelor’s degree from the University of California, Santa Barbara, and a master’s degree in physical therapy from California State University, Northridge. She is an Orthopedic Certified Specialist, having completed an orthopedic residency through Kaiser Permanente. Breanna brings a wealth of experience to her practice, with a diverse background that includes interning at Children’s Hospital Los Angeles, volunteering at DaNang Rehabilitation in Vietnam, and working in outpatient orthopedics at Kaiser Permanente in Downey, California.
3901 Las Posas Road, Camarillo, California 93010, United States -
Irit Moryles
● OpenWelcome to Irit Moryles Physical Therapy, where your path to recovery is guided with expertise and compassion. Conveniently located at 3901 Las Posas Road, Suite 8, Camarillo, California, we are proud to be part of the Ventura Orthopedics family, offering top-notch physiotherapy services to our community. Irit Moryles, a dedicated physiotherapist born and raised in Haifa, Israel, brings a wealth of experience and a personal touch to her practice. With a Bachelor of Science in Physical Therapy from Tel Aviv University, Irit began her illustrious career at the renowned Chaim Sheba Medical Center. Her journey in the United States includes significant tenures at Interface Rehab, Inc. and Studio City Rehab Center, culminating in her leadership role at Ortho Pro Physical Therapy since 2018.
3901 Las Posas Road, Camarillo, California 93010, United States -
Eric Honbo
● OpenWelcome to Eric Honbo's Spine & Sport Physical Therapy Clinic, conveniently located at 101 Hodencamp Road, Suite 102, Thousand Oaks, CA 91360. Our clinic is dedicated to providing exceptional physical therapy services, specializing in orthopedic and sports medicine. Under the expert guidance of renowned physical therapists Dr. Eric Honbo, PT, DPT, OCS, Cert. DN, and Dr. Cody G. Jones, PT, DPT, OCS, we aim to help individuals of all ages and activity levels achieve their health and fitness goals. Dr. Eric Honbo brings a wealth of experience and expertise, having practiced orthopedic physical therapy and sports medicine since 1997. His extensive background includes working with a diverse range of patients, from Olympic athletes to professional musicians. As a consultant to the Chinese Olympic Committee and a clinical instructor at USC, Dr. Honbo is committed to delivering cutting-edge treatment and fostering successful functional outcomes through skilled intervention and patient collaboration.
101 Hodencamp Road, Thousand Oaks, California 91360, United States -
Old Salt Lake Historical Marker
● OpenWelcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.
Redondo Beach, California 90277, United States -
SaaS Law
● ClosedWelcome to SaaS Law, your trusted partner for all your legal needs in the Software-as-a-Service industry. Located at 107 North Reino Road, Thousand Oaks, California, we specialize in providing comprehensive legal services tailored to the unique demands of SaaS companies. Whether you're a burgeoning startup or an established billion-dollar enterprise, our experienced team is here to ensure your legal matters are handled with precision and expertise. At SaaS Law, we understand the complexities of the SaaS landscape. Our proven track record includes working both in-house and as outside counsel for SaaS companies at every stage of growth. We excel in navigating the intricate world of commercial contracting, enterprise licensing, reseller agreements, RFPs, data integration, and vendor negotiations. Our primary focus is to facilitate deal-making without unnecessary delays, all while maintaining strong, positive relationships with our clients.
107 North Reino Road, Thousand Oaks, California 91320, United States -
Ricarda L Bennett & Associates
● OpenWelcome to Ricarda L. Bennett & Associates, your trusted legal partner located in the heart of Thousand Oaks, California. Situated at 3075 Thousand Oaks Boulevard, our esteemed law firm is dedicated to providing comprehensive and personalized legal services to meet your unique needs. With a commitment to excellence and a wealth of expertise, Ricarda L. Bennett & Associates specializes in a wide range of legal fields, ensuring that you receive the highest level of representation and guidance. Whether you require assistance with family law, estate planning, business law, or any other legal matter, our experienced team is here to support you every step of the way. At Ricarda L. Bennett & Associates, we pride ourselves on fostering strong client relationships built on trust, integrity, and clear communication. Contact us today to schedule a consultation and discover how we can help you navigate the complexities of the legal system with confidence and peace of mind.
3075 Thousand Oaks Boulevard, Thousand Oaks, California 91362, United States -
EDucate4All Inc.
● OpenWelcome to EDucate4All Inc. Located at 1800 Bridgegate Street, Westlake Village, California, EDucate4All Inc. is dedicated to empowering students with learning and processing challenges through specialized educational therapy. Our mission is to help each child unlock their full academic potential while addressing attention, anxiety, and behavioral concerns.
1800 Bridgegate Street, Westlake Village, California 91361, United States -
BOH Services | Restaurant Accounting, Bookkeeping, Payroll, Human Resources, Consulting
● ClosedAbout BOH Services Welcome to BOH Services, your trusted partner in restaurant accounting and financial management, located at 1000 Business Center Circle, Thousand Oaks, California. Specializing exclusively in the hospitality industry, we provide comprehensive bookkeeping, payroll, human resources, and consulting services tailored to the unique needs of independent restaurants. Our mission is to deliver two invaluable resources to restaurant owners: Time and Information.
1000 Business Center Circle, Thousand Oaks, California 91320, United States -
Chase ATM
● OpenWelcome to Chase ATM located at 461 South Reino Road, Thousand Oaks, California 91320, United States. As part of the JPMorgan Chase & Co. family, we are committed to providing a seamless and efficient banking experience for our customers. Our ATM services are designed to offer convenient access to your accounts, enabling you to manage your finances with ease. Please note that the content on our website is only available in English. If you choose to apply for Chase products online, all account-related documents will also be provided in English.
461 South Reino Road, Thousand Oaks, California 91320, United States -
Kara Marotta | Real Estate Agent
● OpenWelcome to Kara Marotta | Real Estate Agent, your premier destination for exceptional real estate services in the heart of Los Angeles. Nestled at 1524 Abbot Kinney Boulevard, Los Angeles, California, Kara Marotta is your dedicated partner in navigating the dynamic LA real estate market. As a Southern California native from Thousand Oaks, Kara brings a wealth of local knowledge and a deep appreciation for the diverse neighborhoods and architectural richness of Los Angeles. Having lived in Marina Del Rey, attended college downtown, and now residing in View Park-Inglewood, Kara's firsthand experience of LA's unique areas is unparalleled.
1524 Abbot Kinney Boulevard, Los Angeles, California 90291, United States
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