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.
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CS
Cost Segregation Initiatives, LLC✓ Verified
Financial PlanningCamarillo, CA
Financial Planning in Camarillo, California offering financial planning. Rated 5.0★ across 29 Google reviews.
NE
New Era Debt Solutions✓ Verified
Financial PlanningCamarillo, CA
Financial Planning in Camarillo, California offering financial planning, and advisory. Rated 4.9★ across 250 Google reviews.
PS
Probate Services Inc.✓ Verified
Financial PlanningCamarillo, CA
Financial Planning in Camarillo, California offering financial planning, and advisory. Rated 4.5★ across 45 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningCamarillo, CA
Financial Planning in Camarillo, California offering financial planning, and advisory. Rated 2.6★ across 16 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningCamarillo, CA
Financial Planning in Camarillo, California offering financial planning, and advisory. Rated 2.5★ across 56 Google reviews.
Top financial planners in Camarillo
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Cost Segregation Initiatives, LLC✓ | Financial Planning | ★ 5.0 | 29 |
| 2 | New Era Debt Solutions✓ | Financial Planning | ★ 4.9 | 250 |
| 3 | Probate Services Inc.✓ | Financial Planning | ★ 4.5 | 45 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.6 | 16 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.5 | 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.