Financial Planners · Ventura
Open now· Closes 4 PM
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.
Hours sourced from Google. Always call ahead for holidays.