Financial advisors and lenders · California

Financial advisors and lenders in Thousand Oaks, CA

99 financial advisors in Thousand Oaks with phone numbers, 30 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Thousand Oaks list freeSee a sample
99
businesses
100%
have a phone number
30%
have an email address (30)
—
average Google rating
Sample

A sample of financial advisors and lenders in Thousand Oaks

Twelve of the 99 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Kurt Weston - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(805) •••-••••Available
ThousandOaksCaLoansFinancial Service; Legal Service—Yes(805) •••-••••Available
Informed DecisionFinancial Planner—Yes(805) •••-••••Available
Kehl Insurance ServicesFinancial Service; Legal Service—Yes(855) •••-••••Available
Jacobs & JacobsFinancial Service; Legal Service; Law Office—Yes(805) •••-••••Available
ETF Portfolio Management, LLCFinancial Service; Legal Service—Yes(866) •••-••••Available
Amstar Express Inc., dba Amstar Legal ExpressFinancial Service; Legal Service—Yes(888) •••-••••Available
Direct Connect VenturesFinancial Planner—Yes(805) •••-••••Available
Jeff Baum LoansFinancial Service; Legal Service—Yes(805) •••-••••Available
TicketBust.comLaw Office; Financial Service; Legal Service—Yes(818) •••-••••Available
The Rosson CPAFinancial Service; Legal Service—Yes(805) •••-••••Available
PolestarLoans Agency—Yes(805) •••-••••Available

Showing 12 of 99. Data refreshed October 2026.

The market

What Thousand Oaks'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; 99 have no rating yet — prime prospects for review and reputation services.
27 (27%) have no website listed — a ready-made list for web design and SEO offers.
21% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service48
  • Financial Planner22
  • Loans Agency7
  • Financial Service6
  • Insurance Agency; Financial Service; Legal Service3
  • Business Service; Financial Service; Legal Service2

Area codes

  • (805)85
  • (818)5
  • (888)3
  • (866)3
  • (855)1
  • (820)1
Playbook

How to sell to financial advisors in Thousand Oaks

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 Thousand Oaks financial advisors leads

How many financial advisors and lenders in Thousand Oaks, CA are in the database?
99 financial advisors and lenders in Thousand Oaks, CA, as of October 2026. 99 of them have a phone number and 30 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 Thousand Oaks list of 99 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 Thousand Oaks

RestaurantsSalons and spasAuto repair shopsEverything in Thousand Oaks →

Start calling Thousand Oaks financial advisors today

25 free credits, no card. Search "financial advisors in Thousand Oaks" and unlock your first 25 contacts.

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