Financial Advisors in Woodland Hills, California (Los Angeles County)

John Harms, BA, CFP
Founder and owner, Erik Thurnher, MD, CFP began his career in the investment advisory realm in 1988 as an operations specialist at Balance Sheet Financial Services. Dr. Thurnher has been managing investments for physicians and other clients through his own fee-only firm since 1996. Although the majority of our clients are from the medical field, we serve clients from all walks of life, including retirees. Our Clients' accounts range in size from our minimum of $100,000 to over $2 million.... See More

Our Laguna Beach CPA firm represents privately owned businesses and individuals in the areas of financial statement preparation, accounting system support, tax planning and preparation. We work closely with you and your staff to insure efficiencies in your financial reporting and bookkeeping activities. We have devoted over 20 years working with entrepreneurial individuals and closely held businesses in the areas of accounting and taxation. Our accounting firm focuses on solving our clients' problems by looking for the causes behind their accounting results. We have worked with companies in many industries including but not limited to retail, wholesale/distributors, legal, medical, and real estate, manufacturing and service industries. Our deep expertise and commitment towards excellence makes us trusted partners who know their business and respect yours.... See More

Andrew McVay, CFP, EA, MBA
Avalon Financial Advisors provides comprehensive financial planning and investment management services to individuals, families and businesses on a fee only basis. Our specialities include:* Retirement planning & strategy including Social Security* Portfolio selection for both individuals and 401(k) plans* Executive compensation (stock option & deferred comp) planning & strategy* Financial consulting for businesses* Special needs planning & strategy
With over 20 years of finance experience, our founder, Andy McVay, puts his financial knowledge and experience to work for you.As a fee only financial planning firm, our client's interest comes first. Our focus and purpose is to deliver clear value to our clients through thoughtful analysis and sound advice. Please contact us to arrange for a free no obligation consultation to discuss your financial situation and how we can be of service.... See More

Gary Cook
My firm is a Registered Investment Adviser and I am a Certified Financial Planner TM. I provide simple, easy to understand advice on financial topics such as investments, retirement cash flow analysis, debt reduction, and estate planning.
Advice is billed by the hour, allowing me to serve clients as their long-term planner, but only paying me when services are rendered.
Educated as an engineer, I worked many years in the technical field as a program manager. My interest in financial planning began as I realized my own financial "advisor" had his own agenda and was not necessarily looking out for my best interests. That was when I realized not all financial advisors are the same.
To be able to always place my clients' best interests first, I am chose not to affiliate with any brokerage firms or insurance companies. I'll never try to sell you financial products, receive sales commissions, referral fees, or any other third-party compensation that could cloud my judgement.
The focus of my practice is my clients, so you can expect highly personalized service. My first priority is getting to know you. Everything is based on your goals, priorities, and values.... See More

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at Merrill Lynch where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient of Corona, CA's 40 under 40 award, recognized by US Congress, CA Senate and Assembly. Ray has been featured in various media, including Forbes, FOX Business and US News & World Report.

Giving back to the community is important to Ray. He is on the Board of Directors for LifeStream Blood Bank and the Board of Elders for Crossroads Christian Church and School.... See More

We provide advice. Period.

When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We've built our firm to achieve three simple objectives, and they define how we work with every client, every day.

1. We want clients to meet their objectives. To help clients meet their financial goals, we focus on planning with frequent plan updates.

2. We want clients to sleep at night. We plan for the unexpected and constantly monitor client portfolios, so they can spend their time doing things they want to do!

3. We want clients to be happy they met us. To help ensure clients are happy we’re part of their life, we keep them “in the know” by striving to provide world-class service, frequent contact, 24/7 technology access, and transparency.... See More

David Barnett, CFP
Barnett Financial Planning provides fee-only financial planning and investment advice on an hourly, as-needed, project, or retainer basis. Our firm has no minimum asset size or income requirements to become a client. In addition, our firm provides ongoing asset management service on a percentage of assets-under-management basis for those clients requesting this service.... See More

Angela Grillo, AIF, CFP
Our mission is to assist people from all walks of life to coordinate their finances with their life goals. We are unique in that we provide our services in two different ways: 1) on an HOURLY, AS-NEEDED basis for those who manage their own money and would like occasional investment advice and financial planning, 2) for those who do not want the responsibility of managing their own investments, we offer money management at a percentage of the account balance. Very few of the nation's financial planning firms are structured this way in offering financial advice without managing your assets. We welcome those who manage their own money and would like occasional, professional guidance or, supplement their needs by addressing issues that are not offered by your current money manager.... See More