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Classic Financial is a state registered wealth advisory firm that provides comprehensive financial planning and asset management. Our mission is to offer the families and businesses we serve with innovative fiscal strategies that result in financial clarity, security and health. Our key tenet of success is making robust commitments to our clients and building lifelong relationships. As a fiduciary, we are legally obligated to put our clients’ interests first. Let us empower you to navigate today’s complex financial world, with the utmost level of integrity and servitude.
President, CEO
Vice President
At Classic Financial, our goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes. There is no “one size fits all” solution when it comes to planning your future, and because we’re an independent firm, we’re under no obligation to sell proprietary products or services. This means we’re objective and selective, only offering services we truly believe fit your specific needs.
Here are the 5 key stages of planning we focus on when evaluating your financial goals:
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370 North Westlake Blvd, Suite 130 Thousand Oaks, CA 91362
800-750-PLAN
support@classicfinancial.net
Building Relationships Through Honesty, Integrity and Service
Vice President
Ellen is a native Californian and comes from a family of educators. She graduated from California State University, Northridge with a BA in Liberal Studies and an additional 30 postgraduate units in special education. Always interested in the business world, she incorporated her knowledge and background with children and was the Primary Director of a Resident and Day Camp in Malibu. Her leadership skills helped grow and organize the business to make it one of the most successful Children’s Camps in Southern California.
After a decade long career as an educator, her teaching credentials enabled her to help clients understand how to reach their financial goals. Ellen has been in the financial business since 1992 and has been working with Charlie for over 25 years. One of her priority roles with Classic Financial is to help clients better understand the programs and tools they implement to reach their financial goals. She has direct contact with every client and coordinates all quarterly, semiannual and annual reviews. Ellen is a member of the MDRT’s Quarter of the Table and has received numerous acknowledgments for her financial success and professionalism.
Charlie moved from New York to California in 1982 and began his career in the Financial Planning industry with Mutual of New York in Beverly Hills. In 1994, Charlie decided to extend his education and obtain his Certified Financial Planning designation. In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, CFP® professionals are required to complete continuing education coursework. This includes a CFP Board-approved code of ethics course that sets forth their ethical responsibilities to the public, clients and employers. CFP® professionals must have a minimum of three years’ experience in the personal financial planning process prior to earning the right to use the CFP® certification marks.
Charlie has been helping individuals, business owners and health professionals reach their financial goals for over 30 years. In effort to provide clients with a more personalized and comprehensive approach, he began Classic Financial in 2000. Charlie is also an Investment Advisor Representative and Insurance Agent. He is a member of the MDRT’s Top of the Table and has been recognized several times for his financial aptitude.
