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.
Showing 6 of 6 · sorted by Google rating
1.
Legacy One Financial, LPL Financial - Gaea Rae Dawn
★★★★★★★★★★5.0(34 Google reviews)✓ Verified on Google
Financial Planning · 965 E Main St, Ventura, CA 93001
2.
First Command Financial Advisor - Danielle Sanchez
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 1559 Spinnaker Dr Ste #205A, Ventura, CA 93001
3.
Swan Retirement Planning
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 56 E Main St UNIT 205, Ventura, CA 93001
Services: advisory
4.
Integrity Wealth Advisors
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on Google
Financial Planning · 196 S Fir St #140, Ventura, CA 93001
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(64 Google reviews)✓ Verified on Google
Financial Planning · 1130 S Victoria Ave, Ventura, CA 93003
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.0(36 Google reviews)✓ Verified on Google
Financial Planning · 2698 E Main St, Ventura, CA 93003
Services: advisory
Top financial planners in Ventura
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Legacy One Financial, LPL Financial - Gaea Rae Dawn | Financial Planning | 5.0 / 5 | 34 |
| 2 | First Command Financial Advisor - Danielle Sanchez | Financial Planning | 5.0 / 5 | 6 |
| 3 | Swan Retirement Planning | Financial Planning | 5.0 / 5 | 5 |
| 4 | Integrity Wealth Advisors | Financial Planning | 4.3 / 5 | 6 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.5 / 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.