Financial Planners in Woodland Hills, CA — 16 Firms (2026)
16 financial planners in Woodland Hills, California meet our listing bar — a website plus a public review record. They average 3.69★ across 16 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is CRESTICO at 5.0★ across 51 Google reviews.
Showing 16 of 16 · sorted by Google rating
1.
CRESTICO
★★★★★★★★★★5.0(51 Google reviews)✓ Verified on Google
Financial Planning · 22935 Ventura Blvd #201, Woodland Hills, CA 91364
Services: advisory
2.
Dahhan Wealth Management
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 22900 Ventura Blvd #170, Woodland Hills, CA 91364
3.
LA Wealth Management
★★★★★★★★★★5.0(5 Google reviews)
Financial Planning · 21255 Burbank Blvd, Woodland Hills, CA 91367
4.
Dash Investments
★★★★★★★★★★4.9(79 Google reviews)✓ Verified on Google
Financial Planning · 21600 Oxnard St #1755, Woodland Hills, CA 91367
5.
Yekani Wealth Management & Real Estate
★★★★★★★★★★4.6(32 Google reviews)✓ Verified on Google
Financial Planning · 6300 Canoga Ave Ste 1100, Woodland Hills, CA 91367
Services: advisory
6.
Regal Advisory Services, Inc.
★★★★★★★★★★4.4(7 Google reviews)✓ Verified on Google
Financial Planning · 5959 CA-27 # 180, Woodland Hills, CA 91367
7.
Financial Partners Credit Union
★★★★★★★★★★4.3(61 Google reviews)✓ Verified on Google
Financial Planning · 6250 CA-27 #1530, Woodland Hills, CA 91367
8.
Fidelity Investments
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on Google
Financial Planning · 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367
9.
Primerica
★★★★★★★★★★3.8(29 Google reviews)✓ Verified on Google
Financial Planning · 20750 Ventura Blvd Ste 207, Woodland Hills, CA 91364
10.
BMO Bank N.A Branches
★★★★★★★★★★3.1(20 Google reviews)✓ Verified on Google
Financial Planning · 19858 Ventura Blvd, Woodland Hills, CA 91364
Services: advisory
11.
SteelPeak Wealth
★★★★★★★★★★3.0(6 Google reviews)✓ Verified on Google
Financial Planning · 21650 Oxnard St # 2300, Woodland Hills, CA 91367
Services: advisory
12.
Bank of America Financial Center
★★★★★★★★★★2.9(48 Google reviews)✓ Verified on Google
Financial Planning · 5440 CA-27, Woodland Hills, CA 91367
Services: advisory
13.
Fidelity Investments
★★★★★★★★★★2.6(16 Google reviews)✓ Verified on Google
Financial Planning · 6326 Canoga Ave Suite 1001, Woodland Hills, CA 91367
14.
Bank of America Financial Center
★★★★★★★★★★2.3(77 Google reviews)✓ Verified on Google
Financial Planning · 5959 Canoga Ave, Woodland Hills, CA 91367
Services: advisory
15.
Bank of America Financial Center
★★★★★★★★★★2.0(34 Google reviews)✓ Verified on Google
Financial Planning · 23347 Mulholland Dr, Woodland Hills, CA 91364
Services: advisory
16.
Bank of America Financial Center
★★★★★★★★★★1.9(49 Google reviews)✓ Verified on Google
Financial Planning · 22828 Victory Blvd, Woodland Hills, CA 91367
Services: advisory
Top financial planners in Woodland Hills
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | CRESTICO | Financial Planning | 5.0 / 5 | 51 |
| 2 | Dahhan Wealth Management | Financial Planning | 5.0 / 5 | 11 |
| 3 | LA Wealth Management | Financial Planning | 5.0 / 5 | 5 |
| 4 | Dash Investments | Financial Planning | 4.9 / 5 | 79 |
| 5 | Yekani Wealth Management & Real Estate | Financial Planning | 4.6 / 5 | 32 |
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.