Financial Planners in Sherman Oaks, CA — 7 Firms (2026)
7 financial planners in Sherman Oaks, California meet our listing bar — a website plus a public review record. They average 3.49★ across 7 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Standard Lenders - A Reverse Mortgage Company at 5.0★ across 78 Google reviews.
Showing 7 of 7 · sorted by Google rating
1.
Standard Lenders - A Reverse Mortgage Company
★★★★★★★★★★5.0(78 Google reviews)✓ Verified on Google
Financial Planning · 15315 Magnolia Blvd #328, Sherman Oaks, CA 91403
2.
ALG Loans
★★★★★★★★★★5.0(38 Google reviews)
Financial Planning · 15260 Ventura Blvd #1200, Sherman Oaks, CA 91403
Services: advisory
3.
Bankers Life
★★★★★★★★★★4.2(23 Google reviews)✓ Verified on Google
Financial Planning · 5805 Sepulveda Blvd Ste 800, Sherman Oaks, CA 91411
4.
Bank of America ATM (Drive-thru)
★★★★★★★★★★3.1(11 Google reviews)✓ Verified on Google
Financial Planning · 14701 Ventura Blvd, Sherman Oaks, CA 91403
Services: advisory
5.
BMO Bank N.A Branches
★★★★★★★★★★2.5(14 Google reviews)✓ Verified on Google
Financial Planning · 15165 Ventura Blvd, Sherman Oaks, CA 91403
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.4(57 Google reviews)✓ Verified on Google
Financial Planning · 13700 Riverside Dr, Sherman Oaks, CA 91423
Services: advisory
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.2(73 Google reviews)✓ Verified on Google
Financial Planning · 14701 Ventura Blvd, Sherman Oaks, CA 91403
Services: advisory
Top financial planners in Sherman Oaks
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Standard Lenders - A Reverse Mortgage Company | Financial Planning | 5.0 / 5 | 78 |
| 2 | ALG Loans | Financial Planning | 5.0 / 5 | 38 |
| 3 | Bankers Life | Financial Planning | 4.2 / 5 | 23 |
| 4 | Bank of America ATM (Drive-thru) | Financial Planning | 3.1 / 5 | 11 |
| 5 | BMO Bank N.A Branches | Financial Planning | 2.5 / 5 | 14 |
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.