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.
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IL
Impact Leadership Network, Inc.✓ Verified
Financial PlanningCalabasas, CA
Financial Planning in Calabasas, California offering financial planning, and advisory. Rated 5.0★ across 182 Google reviews.
PC
Palm Capital Management✓ Verified
Financial PlanningCalabasas, CA
Financial Planning in Calabasas, California offering financial planning. Rated 5.0★ across 27 Google reviews.
MW
Morton Wealth✓ Verified
Financial PlanningCalabasas, CA
Financial Planning in Calabasas, California offering financial planning. Rated 5.0★ across 25 Google reviews.
MW
Modern Wealth Management - Calabasas✓ Verified
Financial PlanningCalabasas, CA
Financial Planning in Calabasas, California offering financial planning. Rated 5.0★ across 7 Google reviews.
FP
Financial PlanningCalabasas, CA
Financial Planning in Calabasas, California offering financial planning.
KW
Kennedy Wealth Management LLC✓ Verified
Financial PlanningCalabasas, CA
Financial Planning in Calabasas, California offering financial planning. Rated 4.8★ across 53 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningCalabasas, CA
Financial Planning in Calabasas, California offering financial planning, and advisory. Rated 2.7★ across 18 Google reviews.
Top financial planners in Calabasas
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Impact Leadership Network, Inc.✓ | Financial Planning | ★ 5.0 | 182 |
| 2 | Forbix✓ | Financial Planning | ★ 5.0 | 49 |
| 3 | Palm Capital Management✓ | Financial Planning | ★ 5.0 | 27 |
| 4 | Morton Wealth✓ | Financial Planning | ★ 5.0 | 25 |
| 5 | Modern Wealth Management - Calabasas✓ | Financial Planning | ★ 5.0 | 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.