Financial Planners in Ventura, CA — 6 Firms (2026)
6 financial planners in Ventura, California meet our listing bar — a website plus a public review record. They average 3.97★ across 6 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Legacy One Financial, LPL Financial - Gaea Rae Dawn at 5.0★ across 34 Google reviews.
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LO
Financial PlanningVentura, CA
Financial Planning in Ventura, California offering financial planning. Rated 5.0★ across 34 Google reviews.
FC
Financial PlanningVentura, CA
Financial Planning in Ventura, California offering financial planning. Rated 5.0★ across 6 Google reviews.
SR
Swan Retirement Planning✓ Verified
Financial PlanningVentura, CA
Financial Planning in Ventura, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
IW
Integrity Wealth Advisors✓ Verified
Financial PlanningVentura, CA
Financial Planning in Ventura, California offering financial planning. Rated 4.3★ across 6 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningVentura, CA
Financial Planning in Ventura, California offering financial planning, and advisory. Rated 2.5★ across 64 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningVentura, CA
Financial Planning in Ventura, California offering financial planning, and advisory. Rated 2.0★ across 36 Google reviews.
Top financial planners in Ventura
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Legacy One Financial, LPL Financial - Gaea Rae Dawn✓ | Financial Planning | ★ 5.0 | 34 |
| 2 | First Command Financial Advisor - Danielle Sanchez✓ | Financial Planning | ★ 5.0 | 6 |
| 3 | Swan Retirement Planning✓ | Financial Planning | ★ 5.0 | 5 |
| 4 | Integrity Wealth Advisors✓ | Financial Planning | ★ 4.3 | 6 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.5 | 64 |
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.