Financial Planners in Oxnard, CA — 6 Firms (2026)
6 financial planners in Oxnard, California meet our listing bar — a website plus a public review record. They average 3.52★ across 6 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Strategic Path Financial Group, LLC at 5.0★ across 23 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Strategic Path Financial Group, LLC
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 300 E Esplanade Dr 14th floor Suite 1400, Oxnard, CA 93036
2.
Homeowners Financial Group
★★★★★★★★★★4.8(6 Google reviews)✓ Verified on Google
Financial Planning · 300 E Esplanade Dr 9th floor, Oxnard, CA 93036
3.
BMO Bank N.A Branches
★★★★★★★★★★3.3(21 Google reviews)✓ Verified on Google
Financial Planning · 371 W Esplanade Dr, Oxnard, CA 93036
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.9(63 Google reviews)✓ Verified on Google
Financial Planning · 2475 Saviers Rd, Oxnard, CA 93033
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.6(46 Google reviews)✓ Verified on Google
Financial Planning · 1855 N Oxnard Blvd, Oxnard, CA 93030
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.5(40 Google reviews)✓ Verified on Google
Financial Planning · 670 Town Center Dr, Oxnard, CA 93036
Services: advisory
Top financial planners in Oxnard
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Strategic Path Financial Group, LLC | Financial Planning | 5.0 / 5 | 23 |
| 2 | Homeowners Financial Group | Financial Planning | 4.8 / 5 | 6 |
| 3 | BMO Bank N.A Branches | Financial Planning | 3.3 / 5 | 21 |
| 4 | Bank of America Financial Center | Financial Planning | 2.9 / 5 | 63 |
| 5 | Bank of America Financial Center | Financial Planning | 2.6 / 5 | 46 |
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.