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David Reinus CPA
- Financial
- Ethical
- Advice
“I've been working with David right from the start of reviewing a potential business purchase, right through to the quarterly reports, tax filings, and payroll.”
Best Financial Advisors in Westlake Village, CA
24 firms listed · 22 in Westlake Village · 1 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 17, 2026
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Fridman & Associates
- Stress
- Responsive
- Phone
“Gustavo has made it very easy for me - he was very responsive and knowledgeable, happy to help with any question, and guided me on every step of the way.”
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Hinna Rajp, CPA
- Tax Return
- Tax Laws
- Questions
“Hinna's knowledge of tax laws and strategies is truly impressive, and she has consistently helped me optimize my tax filing, maximizing deductions and minimizing my tax burden.”
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Seapoint Business Advisors
- Sell
- Buyer
“His help went beyond simple due diligence as he not only ensured we had everything we needed from his client, but consistently made recommendations/introductions for lawyer, accountants, surveyors, etc.”
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Powell Financial Group
“After obtaining a degree and delving into careers in Accounting and Real Estate, I found myself at a crossroads. Neither career was particularly satisfying and I found myself seeking to find a new direction for my experience, education and inner core...”
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Sabre Financial Services
“Each of our team members has unique talents and lengthy professional experience in their niche markets. The four cornerstones of our practice are personal financial planning, corporate consulting & business advisory services, wealth management and ri...”
The 24 firms listed for Westlake Village, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Westlake Village, CA
Of the 24 firms we list here, 22 are in Westlake Village itself and 2 come from Thousand Oaks (1, 5 mi) and Camarillo (1, 13 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 152 reviews; 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (86%) and responsiveness (86%). 1 is open on weekends. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), insurance planning (2), personal financial planning (2) and tax planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 43 years. 4 offer payment plans and 6 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Westlake Village listed here?
22 of the 24 firms are located in Westlake Village. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Davinci Capital Partners
- Feel
- Future
- Marketing Strategy
“Any possible changes in the model or investment strategy are presented to us by phone call or a personal visit, and we reach the decision together as to how to proceed.”
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Sparks & Company
“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals.”
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Planatek Financial
- Communication
- Financing
- Home
“I have to say when it comes to knowledge about lending both Roshe and Simone of Planatek Financial are the best, they know the rules and regulations as well as what is the best way to get a loan.”
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Amodio Wealth Advisors
- Team
“Amodio Wealth Advisors continues to provide our family with peace of mind knowing that a professional, empathetic, and knowledgeable team supports our financial goals.”
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Signet Strategic Wealth Management
- Investments
“Chris is excellent at explaining current market conditions and recommending options to further diversity or protect against market conditions.”
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Fischer Investment Strategies - Westlake Financial Advisors
“What they do well, from my perspective, is to understand that an investment strategy has to make sense for the individual client, and we all have different financial needs and goals.”
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Carington Financial
“Rick takes a genuine interest in meeting your financial goals.”
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Michael Snowhite Crfa
- Informative
“Michael takes the necessary time to make sure you fully understand all aspects of your financial situation and his suggestions to improve on what you already have.”
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Life Strategies Advisors
“I trust him with my financial future and have no worries as to whether or not he's looking out for my best interest.”
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Manchester Financial
“Whether you are a corporate employee/retiree, high net-worth business owner/officer, or just concerned about your family's financial future, we will have the right solution custom-designed for you to align your assets with your aspirations.”
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Ransenberg Financial & Insurance Services
“As with most other things in life, the key to achieving your long-term financial goals and objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retire...”
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The Warren Group Wealth Management
“Dan Warren handles our business and retirement planning and has also helped educate us on the importance of a buy sell agreement and business succession planning.”
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Silverberg Wealth Management
“Marcus has always listened to my needs and kept a close eye on my investment activity.”
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Atlantis Financial Oracles
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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Village Wealth Advisors
“The entire staff at Village Wealth is warm and friendly and makes us feel like part of the family.”
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David Brodsky - Raymond James
“My name is Robert Gonzales and I wanted to take a moment to personally thank David brodsky for being the kind of person that takes the time to make you feel comfortable and to make sure your needs are taken care of.”
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Retirement Planning Associates
“We assist a select group of individuals and families with navigation through an increasingly complex financial, retirement and estate planning landscape. Our strengths arise from our commitment to learn and understand your personal situation, identif...”
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Perry Hay
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Retirement Planning and Investment Management Services in Westlake Village, CA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 461 cost profiles
Why these companies made our list
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