Hinna Rajp, CPA
“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.”
Best Financial Advisors in Westlake Village, CA
21 firms listed · all 21 in Westlake Village · 1 open weekends · 15 rated 4.5+ · 2 show a license
Data verified October 17, 2026
Sabre Financial Services
Davinci Capital Partners
““K” always takes as much time as is needed to make sure we understand what is going on with our portfolio's.”
Signet Strategic Wealth Management
“Chris is excellent at explaining current market conditions and recommending options to further diversity or protect against market conditions.”
Amodio Wealth Advisors
“Amodio Wealth Advisors continues to provide our family with peace of mind knowing that a professional, empathetic, and knowledgeable team supports our financial goals.”
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.”
The 21 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
All 21 firms we list here are in Westlake Village itself. We have 45 firms in Westlake Village on file; this page shows the highest-rated 21. 16 of the firms on this page have a rating, from 4.0 to 5.0 across 76 reviews; 15 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), financial planning (3), articles (2), asset management (2) and calculators (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. 13 have ten or more years of experience, the longest 28 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 20 of the firms on this page; 20 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Westlake Village offer a free first meeting?
2 of the 21 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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.”
Michael Snowhite Crfa
“My questions are always answered promptly; I am made to feel that my account matters.”
Carington Financial
“Rick takes a genuine interest in meeting your financial goals.”
Manchester Financial
Ransenberg Financial & Insurance Services
The Warren Group Wealth Management
“Warren and his company have been extraordinary to work with over the last few years.”
Silverberg Wealth Management
“Marcus has always listened to my needs and kept a close eye on my investment activity.”
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.”
Village Wealth Advisors
“The entire staff at Village Wealth is warm and friendly and makes us feel like part of the family.”
Transamerica Financial Advisors
“Friendly and remarkably positive people who can motivate a village of enthusiastic people to make changes.”
Guidewell Financial
Virtuity Financial Partners
“If you need any financial advice Neysa Matthews is the one to go to!!”
Artiea Capital Management
Horizon Wealth Management / LPL Financial
Pagano Joseph
Why these companies made our list
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