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.
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DW
Dahhan Wealth Management✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning. Rated 5.0★ across 11 Google reviews.
LW
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning. Rated 5.0★ across 5 Google reviews.
★5.0 (5)
DI
Dash Investments✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning. Rated 4.9★ across 79 Google reviews.
YW
Yekani Wealth Management & Real Estate✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning, and advisory. Rated 4.6★ across 32 Google reviews.
RA
Regal Advisory Services, Inc.✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning. Rated 4.4★ across 7 Google reviews.
FP
Financial Partners Credit Union✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning. Rated 4.3★ across 61 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning. Rated 4.3★ across 6 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering advisory. Rated 3.1★ across 20 Google reviews.
SW
SteelPeak Wealth✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning, and advisory. Rated 3.0★ across 6 Google reviews.
★3.0 (6)
BO
Bank of America Financial Center✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning, and advisory. Rated 2.9★ across 48 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning. Rated 2.6★ across 16 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning, and advisory. Rated 2.3★ across 77 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning, and advisory. Rated 2.0★ across 34 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningWoodland Hills, CA
Financial Planning in Woodland Hills, California offering financial planning, and advisory. Rated 1.9★ across 49 Google reviews.
Top financial planners in Woodland Hills
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | CRESTICO✓ | Financial Planning | ★ 5.0 | 51 |
| 2 | Dahhan Wealth Management✓ | Financial Planning | ★ 5.0 | 11 |
| 3 | LA Wealth Management | Financial Planning | ★ 5.0 | 5 |
| 4 | Dash Investments✓ | Financial Planning | ★ 4.9 | 79 |
| 5 | Yekani Wealth Management & Real Estate✓ | Financial Planning | ★ 4.6 | 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.