Wealth Management Oxnard CA

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Josette Hewitt
Al Hewitt Inc
(877) 254-9348
400 Camarillo Ranch Road
Camarillo, CA
Expertises
Women's Financial Planning Issues, Advising Medical Professionals, Tax Planning, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, ABA, ATA, ATP, CFP®, EA

Kenneth Gross
Strategic Financial
(805) 494-1825
One Boardwalk Avenue, Suite 103
Thousand Oaks, CA
Expertises
Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Mr. Brent D. Johnson, CFP®
(805) 278-2000
Vision Wealth
Oxnard, CA
Firm
Brent Johnson
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care

Data Provided by:
Mr. Abiel Acosta, CFP®
(805) 973-5908
300 E Esplanade Dr Ste 1950
Oxnard, CA
Firm
Acosta Wealth Management
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Planning, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Mr. Edward L. Elster, CFP®
(805) 613-7691
2383 N. Oxnard Blvd.
Oxnard, CA
Firm
Ameriprise
Areas of Specialization
General Financial Planning, Insurance Planning, Legal Advice, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Alan E. Hewitt
Al Hewitt Inc
(877) 254-9348
400 Camarillo Ranch Road
Camarillo, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AAMS, ATA, ATP, CFP®, EA, AWMA

Stephan Goyette
Goyette Financial Planning
(805) 494-8181
25 W Rolling Oaks Drive, Suite 111
Thousand Oaks, CA
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Scott A Wilcox, CFP®
(805) 981-3303
300 E. Esplanade Dr.
Oxnard, CA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Craig J. Skeels, CFP®
(805) 485-5555
300 E Esplanade Dr Ste 1800
Oxnard, CA
Firm
United Capital Private Wealth Counseling
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided by:
James R. Dawson, CFP®
(805) 988-4100
1000 Towncenter Dr
Oxnard, CA
Firm
Wells Fargo Advisors

Data Provided by:
Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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