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

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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.

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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.

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