top of page
141A0051_edited_edited.jpg

A FINANCIAL PARTNER YOU CAN TRUST

Full-service financial planning and investment management for retirees, families, and professionals.

PASSIVE
INVESTING

We don’t try to beat or time the

market. We build long-term,

low-cost, diversified portfolios.

COMPREHENSIVE
PLANNING

We believe planning for the

whole person means looking

at the whole picture.

TRANSPARENT
FEES

We are fee-only. No product

sales, no commissions, no

referral bonuses.

VALUES > NUMBERS
MINDSET

We give you the permission

to let go of optimization

when it matters most.

Values
141A0051.jpg

We care about meeting
you where you are.

Making financial decisions can feel overwhelming. We help you identify what matters most, so you can feel confident making decisions that are right for you. 

Are you...

  • Retired, approaching retirement, or working optionally?

  • Wanting assurance of financial longevity and security?

  • Eager to do what you love, with the people you love?

  • Focused on healthcare decisions, travel, and long-term legacy?

  • Overwhelmed by the advisor search and looking for someone you can trust?

Fee-only financial advisor serving Thousand Oaks, Agoura Hills, Westlake Village, Santa Barbara, Greater Los Angeles and beyond.

Confide Financial Planning & Investments, LLC is a registered investment adviser with the State of California, and may only transact business with residents of California, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

© Confide Financial Planning & Investments, LLC. All rights reserved.

bottom of page