Wealth Management Thousand Oaks 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.

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

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

Alan Ungar
Critical Capital Management, Inc.
(818) 222-4773
23564 Calabasas Road, Suite 206W
Calabasas, CA
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Psychology/Coaching, Women's Financial Planning Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Melvyn H. Nachman, CFP®
(805) 446-4601
100 E Thousand Oaks Blvd Ste 150
Thousand Oaks, CA
Firm
Professional Planning
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Wealth Management

Data Provided by:
Jeremy R Hofer, CFP®
(805) 373-8686
195 E. Hillcrest Dr #110
Thousand Oaks, CA
Firm
Thrivent Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

Data Provided by:
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®

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

Jeffrey Harwood
Ventura Advisors
(818) 857-5080
21860 Burbank Blvd., Suite 100
Woodland Hills, CA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Real Estate Investments, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Mr. Malcolm G. Meador Jr., CFP®
(805) 496-5474
100 E Thousand Oaks Blvd Ste 257
Thousand Oaks, CA
Firm
Meador & Associates
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Christopher A Lamia, CFP®
(805) 494-3416
100 E. Thousand Oaks Blvd.
Thousand Oaks, CA
Firm
Lamia Financial Group, LLC

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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