Financial Planners in Westlake Village, CA — 6 Firms (2026)
6 financial planners in Westlake Village, California meet our listing bar — a website plus a public review record. They average 4.27★ across 6 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Amodio Wealth Advisors at 5.0★ across 8 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Amodio Wealth Advisors
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 2829 Townsgate Rd STE 100, Westlake Village, CA 91361
2.
Total Wealth Services
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 4165 E Thousand Oaks Blvd #355, Westlake Village, CA 91362
3.
Homeowners Financial Group
★★★★★★★★★★4.9(39 Google reviews)✓ Verified on Google
Financial Planning · 2625 Townsgate Rd #330, Westlake Village, CA 91361
4.
Dukes Wealth Management Inc DBA Dukes Financial and Insurance Services
★★★★★★★★★★4.7(13 Google reviews)✓ Verified on Google
Financial Planning · 31194 La Baya Dr Ste 101, Westlake Village, CA 91362
5.
Bank of America Financial Center
★★★★★★★★★★3.6(12 Google reviews)✓ Verified on Google
Financial Planning · 30895 E Thousand Oaks Blvd STE 103, Westlake Village, CA 91362
Services: advisory
6.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(26 Google reviews)✓ Verified on Google
Financial Planning · 954 S Westlake Blvd, Westlake Village, CA 91361
Services: advisory
Top financial planners in Westlake Village
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Amodio Wealth Advisors | Financial Planning | 5.0 / 5 | 8 |
| 2 | Total Wealth Services | Financial Planning | 5.0 / 5 | 1 |
| 3 | Homeowners Financial Group | Financial Planning | 4.9 / 5 | 39 |
| 4 | Dukes Wealth Management Inc DBA Dukes Financial and Insurance Services | Financial Planning | 4.7 / 5 | 13 |
| 5 | Bank of America Financial Center | Financial Planning | 3.6 / 5 | 12 |
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.