Legacy One Financial
Financial Planners · Ventura
Open now· Closes 4 PM
About
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.
965 East Main StreetVentura, CA 93001
5.0 · 34 reviews on Google
Hours
- Monday9:00 AM – 4:00 PM
- Tuesday9:00 AM – 4:00 PM
- Wednesday8:30 AM – 4:00 PM
- Thursday9:00 AM – 4:00 PM
- Friday9:00 AM – 2:00 PM
- SaturdayClosed
- SundayClosed
Hours sourced from Google. Always call ahead for holidays.