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.
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SP
Strategic Path Financial Group, LLC✓ Verified
Financial PlanningOxnard, CA
Financial Planning in Oxnard, California offering financial planning. Rated 5.0★ across 23 Google reviews.
HF
Homeowners Financial Group✓ Verified
Financial PlanningOxnard, CA
Financial Planning in Oxnard, California offering financial planning. Rated 4.8★ across 6 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningOxnard, CA
Financial Planning in Oxnard, California offering advisory. Rated 3.3★ across 21 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOxnard, CA
Financial Planning in Oxnard, California offering financial planning, and advisory. Rated 2.9★ across 63 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOxnard, CA
Financial Planning in Oxnard, California offering financial planning, and advisory. Rated 2.6★ across 46 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOxnard, CA
Financial Planning in Oxnard, California offering financial planning, and advisory. Rated 2.5★ across 40 Google reviews.
Top financial planners in Oxnard
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Strategic Path Financial Group, LLC✓ | Financial Planning | ★ 5.0 | 23 |
| 2 | Homeowners Financial Group✓ | Financial Planning | ★ 4.8 | 6 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.3 | 21 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.9 | 63 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.6 | 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.