Financial Planners in Encino, CA — 10 Firms (2026)
10 financial planners in Encino, California meet our listing bar — a website plus a public review record. They average 3.79★ across 10 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Navalign Wealth Partners at 5.0★ across 21 Google reviews.
Showing 10 of 10 · sorted by Google rating
1.
Navalign Wealth Partners
★★★★★★★★★★5.0(21 Google reviews)✓ Verified on Google
Financial Planning · 15910 Ventura Blvd #1605, Encino, CA 91436
Services: advisory
2.
Begus Group
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 16200 Ventura Blvd #315, Encino, CA 91436
3.
Wealth Management Partners of Los Angeles, Inc.
★★★★★★★★★★4.9(98 Google reviews)✓ Verified on Google
Financial Planning · 15760 Ventura Blvd #700, Encino, CA 91436
Services: advisory
4.
AMZA Capital
★★★★★★★★★★4.8(5 Google reviews)
Financial Planning · Encino Executive Plaza, 16501 Ventura Blvd Suite 400, Encino, CA 91436
5.
First Republic Bank
★★★★★★★★★★4.6(10 Google reviews)✓ Verified on Google
Financial Planning · 16300 Ventura Blvd, Encino, CA 91436
6.
TD Ameritrade
★★★★★★★★★★3.7(7 Google reviews)✓ Verified on Google
Financial Planning · 16000 Ventura Blvd # 1105, Encino, CA 91436
Services: advisory
7.
BMO Bank N.A Branches
★★★★★★★★★★3.2(10 Google reviews)✓ Verified on Google
Financial Planning · 16027 Ventura Blvd, Encino, CA 91436
Services: advisory
8.
PBSM
★★★★★★★★★★3.0(2 Google reviews)IRS PTIN
Financial Planning · 16030 Ventura Blvd #380, Encino, CA 91436
9.
Bank of America Financial Center
★★★★★★★★★★2.7(50 Google reviews)✓ Verified on Google
Financial Planning · 16640 Ventura Blvd, Encino, CA 91436
Services: advisory
10.
Voya Financial Advisors
★★★★★★★★★★1.0(5 Google reviews)
Financial Planning · 17514 Ventura Blvd #201, Encino, CA 91316
Services: advisory
Top financial planners in Encino
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Navalign Wealth Partners | Financial Planning | 5.0 / 5 | 21 |
| 2 | Begus Group | Financial Planning | 5.0 / 5 | 5 |
| 3 | Wealth Management Partners of Los Angeles, Inc. | Financial Planning | 4.9 / 5 | 98 |
| 4 | AMZA Capital | Financial Planning | 4.8 / 5 | 5 |
| 5 | First Republic Bank | Financial Planning | 4.6 / 5 | 10 |
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.