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.
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AW
Amodio Wealth Advisors✓ Verified
Financial PlanningWestlake Village, CA
Financial Planning in Westlake Village, California offering financial planning. Rated 5.0★ across 8 Google reviews.
TW
Financial PlanningWestlake Village, CA
Financial Planning in Westlake Village, California offering financial planning.
HF
Homeowners Financial Group✓ Verified
Financial PlanningWestlake Village, CA
Financial Planning in Westlake Village, California offering financial planning. Rated 4.9★ across 39 Google reviews.
DW
Financial PlanningWestlake Village, CA
Financial Planning in Westlake Village, California offering financial planning. Rated 4.7★ across 13 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWestlake Village, CA
Financial Planning in Westlake Village, California offering financial planning, and advisory. Rated 3.6★ across 12 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningWestlake Village, CA
Financial Planning in Westlake Village, California offering financial planning, and advisory. Rated 2.4★ across 26 Google reviews.
Top financial planners in Westlake Village
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Amodio Wealth Advisors✓ | Financial Planning | ★ 5.0 | 8 |
| 2 | Total Wealth Services✓ | Financial Planning | ★ 5.0 | 1 |
| 3 | Homeowners Financial Group✓ | Financial Planning | ★ 4.9 | 39 |
| 4 | Dukes Wealth Management Inc DBA Dukes Financial and Insurance Services✓ | Financial Planning | ★ 4.7 | 13 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 3.6 | 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.