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Oxnard, California Area

We proudly serve clients throughout Oxnard and surrounding Ventura County communities, including Ventura, Port Hueneme, Camarillo, and nearby areas.

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Oxnard office

1000 Town Center Drive, Suite 200
Oxnard, CA 93036
Phone: 866-498-8898

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Oxnard-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Oxnard

Financial advisors serving the Oxnard area

From Oxnard’s coastal communities to neighboring areas across Ventura County, our team understands the added planning considerations that can come with building and managing wealth in California, including the state’s tax landscape. We take time to understand your priorities and coordinate the different elements of your wealth strategy around the goals you’re working toward today and for the future. Meet with us at our Oxnard office, virtually via Zoom, or through another convenient arrangement.

Chris Sullivan, CFP®
Chris Sullivan, CFP®

Senior Wealth Advisor
Davin Carey
Davin Carey

Regional Manager, Wealth Advisors
Trey Massar
Trey Massar

Wealth Advisor
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