Financial Advisors in WESTLAKE VILLAGE, CA

Westlake Village, CA

If you're looking for a financial advisor in the Westlake Village area. We have an added specialty in divorce financial planning.

Westlake Village - CA_compressed


Brenda Bishop
Associate Director of Client Relationship Services

Luis Bribiesca
Senior Client Relationship Associate

O'Zell Golden, CFP®
Senior Financial Planner

Cris Moran, CFA, CFP®
Senior Portfolio Manager

Contact Our Westlake Village Financial Advisors

Nestled in the heart of the Conejo Valley, our office is located in the city of Westlake Village. We are near the intersection of Lindero Canyon Road and Thousand Oaks Boulevard, just across the street from the beautiful Yarrow Family YMCA.  Our Westlake Village office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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