Follow Us :

Linkedin
Schedule An Appointment

Thousand Oaks, CA

July 26, 2024

Financial Planning in Thousand Oaks, CA: Achieve Your Financial Goals with Classic Financial

Classic Financial has been the premier provider of comprehensive financial planning services to individuals and businesses in Thousand Oaks, CA, since 2003. Our experienced team is dedicated to helping you achieve financial security and prosperity through personalized planning and expert advice. We deliver tailored solutions and exceptional customer service to meet your unique financial planning needs.

Comprehensive Financial Planning Services

Our wide range of financial planning services is designed to help you achieve your short-term and long-term financial goals:

  • Retirement Planning: Crafting comprehensive plans tailored to your desired retirement lifestyle, cash flow requirements, and risk tolerance, ensuring a secure and comfortable future.
  • Estate Planning: Protecting your assets and ensuring your legacy is preserved for future generations through strategic estate planning.
  • Education Funding: Developing effective strategies to save and invest for your children’s education, taking into account tuition costs, financial aid, and tax implications.

Investment Planning Services Thousand Oaks, CA

Our Thousand Oaks investment planning services are designed to help you build and manage a robust, diversified investment portfolio that aligns with your unique financial objectives. We assess your risk tolerance and financial goals to create a strategy that maximizes returns while minimizing risks. Our experienced advisors use a disciplined, research-driven approach to identify investment opportunities that can help you navigate market complexities and achieve long-term financial success.

Protecting Your Future with Insurance Planning in Thousand Oaks

We prioritize safeguarding your assets and ensuring your financial security. Our Thousand Oaks insurance planning services offer a range of options tailored to your unique needs: 

  • Life Insurance: We help determine the appropriate coverage to protect your family’s financial well-being in the event of the unexpected.
  • Disability Insurance: Our advisors will help you choose a policy that safeguards your income if an illness or injury prevents you from working.
  • Long-Term Care Insurance: We navigate the complexities of long-term care insurance to ensure you have the necessary coverage to maintain your quality of life and protect your assets.

Why Choose Classic Financial of Thousand Oaks, CA?

  • Experienced Advisors in Thousand Oaks, CA: Our team brings decades of combined experience and expertise to help you achieve your financial goals, with a deep understanding of the unique opportunities and challenges in Thousand Oaks.
  • Tailored Solutions: We develop customized financial plans designed to address your unique objectives and circumstances, considering the specific economic landscape and lifestyle factors in Thousand Oaks.
  • Client-Centric Approach: We are committed to providing exceptional service and building long-lasting relationships based on trust and transparency, fostering a strong connection with the community.

Our Financial Planning Process:

  1. In-depth consultation to understand your goals and current situation
  2. Development of a tailored financial plan with strategic recommendations
  3. Implementation of strategies and ongoing support to ensure your plan adapts to life changes and market conditions

Serving Thousand Oaks and Surrounding Areas:

Classic Financial proudly serves Thousand Oaks, Westlake Village, Agoura Hills, Newbury Park, and Simi Valley.

Take Control of Your Financial Future Today

Don’t wait to secure your financial well-being. Schedule a free consultation with our financial planning experts in Thousand Oaks, CA, and start your journey towards financial success.

Contact Us:

Phone: 800-750-PLAN
Email: support@classicfinancial.net
Online: Contact Us

Post Tags :

Share :

Ellen R. Horn

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. 

Charles M. Russo, CFP®

President, CEO

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.