Financial Planners in Ventura County

Coast Mortgage

Ventura · 334 Court Avenue Ventura

Edward D Jones & Company

Santa Paula · 129 North 10th Street Santa Paula

Edward Jones financial advisor George Betjoseph works with clients in Santa Paula to build comprehensive financial strategies. A Certified Financial Planner (CFP®), he helps people identify their financial priorities and develop personalized planning approaches. The office operates weekdays from 8 a.m. to 4 p.m. with support from branch administrator Tara Rosenthal. Clients can reach the team by phone or message to discuss their financial goals.

Edward Jones Investments

Ventura · 3140 Telegraph Road Ventura

Frances Jones is a CRPC-certified financial advisor at Edward Jones who works with clients on retirement planning, wealth strategies, and estate guidance. She also advises entrepreneurs and business owners on their financial goals, handles inheritance questions, and helps navigate employee stock options. Stop by the Ventura office or call to discuss your financial priorities.

Gavenman, Scott / Primerica

Ventura · 3875 Telegraph Road Ventura

Scott Gavenman is a Primerica Financial Representative in Ventura who helps residents plan for their financial futures through personalized strategies. He offers term life insurance, investments and savings products, auto and home insurance referrals, identity theft protection, and pre-paid legal services. Gavenman conducts Financial Needs Analysis to create comprehensive plans covering income protection, retirement, debt solutions, and education funding. He emphasizes treating clients with respect and integrity, and welcomes appointments to discuss how his services can help you achieve your financial goals.

Golden Empire Mortgage (Gem)

Santa Paula · 330 West Harvard Boulevard Santa Paula

Silverio Garcia at Golden Empire Mortgage handles home loans with a focus on personalized service and transparent guidance. Operating since 1987, the team offers a wide range of loan programs—conventional, FHA, VA, USDA, jumbo, investment property, construction, and renovation loans—at competitive rates. They walk you through pre-approval, underwriting, and closing, using their HOMEConnect platform to speed up verification and approval. Located in Camarillo, they work to make the financing process straightforward and stress-free.

Investor's Advantage

Thousand Oaks · 200 North Westlake Boulevard Westlake Village

Investor's Advantage has been helping individuals build financial independence since 1979. They offer investment management tailored to your risk tolerance, comprehensive financial planning to address retirement and long-term goals, and insurance services including long-term care options. The team works to create transparent portfolios and guide clients through life's financial decisions—from managing growth to preparing for unexpected events. They're also active in the community, having raised over $100,000 for local charities.

Legacy One Financial

Ventura · 965 East Main Street Ventura

Legacy One Financial is a financial advisory firm founded by Gaea Rae Dawn, who's been guiding clients since 2010. They work with a holistic approach—addressing mind, body, spirit, and money together—to help you build wealth and protect what you've earned. Their process focuses on strategy, passion, and purpose: understanding your dreams, creating personalized plans around retirement, estate planning, insurance, and legacy preservation, then coaching you toward a healthier relationship with your finances. They serve clients nationwide through in-person meetings at their Ventura office, phone, or web conferencing, positioning themselves as your trusted advisor rather than just a transaction-based service.

Primerica Financial Services

Ventura · 1695 Mesa Verde Avenue Ventura