CA · Thousand Oaks

Fiduciary advisors in Thousand Oaks, CA

2 advisors with offices in Thousand Oaks. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Thousand Oaks

Mitch Rosenberg, Financial Adviser - Mdr Insurance & Financial Services

Thousand Oaks, California

Mitch Rosenberg operates MDR Insurance & Financial Services in Thousand Oaks, California, offering financial planning services. He holds the CFP, CLU, ChFC, and AEP designations along with a Master of Science in Financial Services and CPA credentials. As a Member Agent of The Nautilus Group through New York Life and an Eagle Elite Advisor, Rosenberg serves clients through a high-touch service model. His team includes Associate Financial Advisor Daniel Lopez, who holds Series 7 and Series 66 certifications, and office manager Teresa Romero.

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Wealth Enhancement Group

Thousand Oaks, California

Wealth Enhancement Group is an investment advisory firm in Thousand Oaks, California. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Thousand Oaks, California

Advisors serving Thousand Oaks specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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