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Top Rated Financial Advisors in California, Ojai

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in California, Ojai is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in California, Ojai with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in California, Ojai near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Nathan Wallace

Savvy Advisors Inc
Nathan Wallace, a financial fiduciary, provides financial services to clients in the Ojai, California area. Nathan has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts

Roy Sherman

Sherman Asset Management
CFP®, CFA
Roy Sherman, a financial fiduciary, provides financial services to clients in the Ventura, California area. Roy holds the CFP®, CFA certifications. Roy has over 9 years of experience.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

Bryan Foronjy

Foronjy Financial
CFP®
Bryan Foronjy, a financial fiduciary, provides financial services to clients in the Santa Barbara, California area. Bryan holds a CFP® certification. Bryan has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial

Dash Investments

Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2011 and provides financial services to clients in the Woodland Hills, California area.

Additional Information:

    Fee Structure

  • Fee-Only

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

Michael Macauley

Signature Estate & Investment Advisors (SEIA)
CFP®, CFA®
Michael Macauley, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Michael holds the CFP®, CFA® certifications. Michael has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Charles Schwab, Fidelity Investments

Michael Cannone

Westmount Asset Management
Michael Cannone, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Michael has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $3,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

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