3 Best Financial Services in Thousand Oaks, CA

“Fidelity Investments has 20 years of combined financial planning experience in this field. Chinh Lai is the firm's vice president and financial advisor. He believes in taking an educational approach to help clients understand economic concepts and is committed to collaborating with families to deliver holistic financial plans. He earned a Master of Business Administration (MBA) from Liberty University and a Bachelor of Arts (BA) in Business Economics from the University of California, Riverside. The Fidelity Investments team offers in-person planning and virtual and phone appointments. They assist over 35 million people in achieving their most critical financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Their straightforward pricing delivers value with no account fees, minimums to open a retail brokerage account, commission-free trades, and more.”

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“Eagleson Arndt Financial Advisors, LLC aims to provide peace of mind as clients navigate the ever-changing economic, investment, personal, and professional landscapes of a well-lived life. Vicki Eagleson Arndt is the principal and founder of the group. The team's vision is to offer access to personal financial planning and wealth management services for everyone who desires to improve their financial future. They are breaking through barriers by providing different access platforms to match clients' circumstances and move them toward a secure financial future. Their team supports small business owners in maximizing their financial opportunities. Their open-platform retirement plans offer a unique solution for growing businesses.”

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“Confide Financial Planning & Investments focuses on understanding each client's unique financial goals and tailoring strategies to meet those objectives. Kristin Short is the owner and advisor of the firm. Her comprehensive financial planning approach optimizes financial goals across multiple dimensions, including portfolio management, retirement planning, cash flow and debt management, education planning, tax optimization, and student loan repayment. As a fee-only CERTIFIED FINANCIAL PLANNER®, she operates under the highest standard of fiduciary care. They are experienced financial professionals who bring a wealth of knowledge and expertise, ensuring clients receive informed, reliable advice.”

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