Financial Planners in Calabasas, CA — 8 Firms (2026)
8 financial planners in Calabasas, California meet our listing bar — a website plus a public review record. They average 4.69★ across 8 rated firms, and 7 are rated 4.5★ or higher. The highest-rated is Impact Leadership Network, Inc. at 5.0★ across 182 Google reviews.
Showing 8 of 8 · sorted by Google rating
1.
Impact Leadership Network, Inc.
★★★★★★★★★★5.0(182 Google reviews)✓ Verified on Google
Financial Planning · 5000 Parkway Calabasas UNIT 202, Calabasas, CA 91302
Services: advisory
2.
Forbix
★★★★★★★★★★5.0(49 Google reviews)✓ Verified on Google
Financial Planning · 24151 Ventura Blvd Suite 210, Calabasas, CA 91302
3.
Palm Capital Management
★★★★★★★★★★5.0(27 Google reviews)✓ Verified on Google
Financial Planning · 23622 Calabasas Rd #102, Calabasas, CA 91302
4.
Morton Wealth
★★★★★★★★★★5.0(25 Google reviews)✓ Verified on Google
Financial Planning · 27200 Agoura Rd #200, Calabasas, CA 91301
5.
Modern Wealth Management - Calabasas
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 27001 Agoura Rd #150, Calabasas, CA 91301
6.
Focus Partners Wealth
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 4500 Park Granada #204, Calabasas, CA 91302
7.
Kennedy Wealth Management LLC
★★★★★★★★★★4.8(53 Google reviews)✓ Verified on Google
Financial Planning · 23901 Calabasas Rd #1064, Calabasas, CA 91302
8.
Bank of America Financial Center
★★★★★★★★★★2.7(18 Google reviews)✓ Verified on Google
Financial Planning · 23631 Calabasas Rd, Calabasas, CA 91302
Services: advisory
Top financial planners in Calabasas
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Impact Leadership Network, Inc. | Financial Planning | 5.0 / 5 | 182 |
| 2 | Forbix | Financial Planning | 5.0 / 5 | 49 |
| 3 | Palm Capital Management | Financial Planning | 5.0 / 5 | 27 |
| 4 | Morton Wealth | Financial Planning | 5.0 / 5 | 25 |
| 5 | Modern Wealth Management - Calabasas | Financial Planning | 5.0 / 5 | 7 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.