Financial advisors and lenders · California

Financial advisors and lenders in Calabasas, CA

109 financial advisors in Calabasas with phone numbers, 42 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Calabasas list freeSee a sample
109
businesses
100%
have a phone number
39%
have an email address (42)
—
average Google rating
Sample

A sample of financial advisors and lenders in Calabasas

Twelve of the 109 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Gina A Lapiner, CFP®Financial Service; Legal Service—Yes(818) •••-••••Available
Union Home LoanLoans Agency—Yes(818) •••-••••Available
Kennedy Wealth ManagementFinancial Service; Legal Service—Yes(818) •••-••••Available
Whitfield & Company, P.C.Financial Service; Legal Service—Yes(747) •••-••••Available
LenderfiLoans Agency—Yes(888) •••-••••Available
Bruce Nangle at Guaranteed Rate Affinity - NMLS #267122Financial Service; Legal Service—Yes(818) •••-••••Available
Planned Asset ManagementFinancial Service; Legal Service—Yes(818) •••-••••Available
National PlanningFinancial Planner—Yes(818) •••-••••Available
MYCO Insurance ServicesFinancial Service; Legal Service; Insurance Agency—Yes(818) •••-••••Available
Elliott Investigative ServicesFinancial Planner—Yes(805) •••-••••Available
Pacific Point Asset ManagementBusiness Service; Financial Service; Legal Service—Yes(800) •••-••••Available
Countrywide Financial HeadquartersLoans Agency—Yes(818) •••-••••Available

Showing 12 of 109. Data refreshed October 2026.

The market

What Calabasas's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 109 have no rating yet — prime prospects for review and reputation services.
20 (18%) have no website listed — a ready-made list for web design and SEO offers.
33% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service48
  • Loans Agency19
  • Financial Planner13
  • Financial Service; Legal Service; Insurance Agency7
  • Financial Service6
  • Financial Service; Legal Service; Business Service4

Area codes

  • (818)77
  • (747)7
  • (800)6
  • (888)4
  • (310)4
  • (855)3
Playbook

How to sell to financial advisors in Calabasas

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Calabasas financial advisors leads

How many financial advisors and lenders in Calabasas, CA are in the database?
109 financial advisors and lenders in Calabasas, CA, as of October 2026. 109 of them have a phone number and 42 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Calabasas list of 109 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in Calabasas

Real estate officesEverything in Calabasas →

Start calling Calabasas financial advisors today

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