Financial Planners in Camarillo, CA — 5 Firms (2026)
5 financial planners in Camarillo, California meet our listing bar — a website plus a public review record. They average 3.90★ across 5 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Cost Segregation Initiatives, LLC at 5.0★ across 29 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Cost Segregation Initiatives, LLC
★★★★★★★★★★5.0(29 Google reviews)✓ Verified on Google
Financial Planning · 5999B Ridge View St, Camarillo, CA 93012
2.
New Era Debt Solutions
★★★★★★★★★★4.9(250 Google reviews)✓ Verified on Google
Financial Planning · 330 N Wood Rd Ste B, Camarillo, CA 93010
Services: advisory
3.
Probate Services Inc.
★★★★★★★★★★4.5(45 Google reviews)✓ Verified on Google
Financial Planning · 232 Village Commons Blvd Unit 11, Camarillo, CA 93012
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.6(16 Google reviews)✓ Verified on Google
Financial Planning · 5800 Santa Rosa Rd, Camarillo, CA 93012
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.5(56 Google reviews)✓ Verified on Google
Financial Planning · 2400 E Ponderosa Dr, Camarillo, CA 93010
Services: advisory
Top financial planners in Camarillo
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Cost Segregation Initiatives, LLC | Financial Planning | 5.0 / 5 | 29 |
| 2 | New Era Debt Solutions | Financial Planning | 4.9 / 5 | 250 |
| 3 | Probate Services Inc. | Financial Planning | 4.5 / 5 | 45 |
| 4 | Bank of America Financial Center | Financial Planning | 2.6 / 5 | 16 |
| 5 | Bank of America Financial Center | Financial Planning | 2.5 / 5 | 56 |
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.