Financial advisors and lenders · California

Financial advisors and lenders in Ventura, CA

126 financial advisors in Ventura with phone numbers, 36 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Ventura list freeSee a sample
126
businesses
100%
have a phone number
29%
have an email address (36)
—
average Google rating
Sample

A sample of financial advisors and lenders in Ventura

Twelve of the 126 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Crm Funding GroupLoans Agency—Yes(805) •••-••••Available
John Owens New York Life AgentFinancial Service; Legal Service—Yes(805) •••-••••Available
Armando Cota at Guaranteed Rate Affinity - NMLS #1023351Financial Service; Legal Service—Yes(805) •••-••••Available
Diamond Star ProductionsFinancial Service—Yes(805) •••-••••Available
Central Coast InsuranceFinancial Service; Legal Service—Yes(805) •••-••••Available
Ten Key Accounting SolutionsFinancial Service; Legal Service—Yes(424) •••-••••Available
Brown Law, APCLaw Office; Financial Service; Legal Service—Yes(805) •••-••••Available
Susan Hedrick at Guaranteed Rate Affinity - NMLS #455245Financial Service; Legal Service—Yes(858) •••-••••Available
Donald Graf and AssociatesFinancial Service; Legal Service—Yes(805) •••-••••Available
Sequential Financial DesignsFinancial Service; Legal Service—Yes(805) •••-••••Available
Landmark Financial ServicesLoans Agency—Yes(805) •••-••••Available
Farmers Insurance - Stafford RobertsonFinancial Service; Legal Service—Yes(805) •••-••••Available

Showing 12 of 126. Data refreshed October 2026.

The market

What Ventura'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; 126 have no rating yet — prime prospects for review and reputation services.
35 (28%) have no website listed — a ready-made list for web design and SEO offers.
37% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service63
  • Financial Planner22
  • Loans Agency11
  • Insurance Agency; Financial Service; Legal Service6
  • Financial Service4
  • Business Service; Financial Service; Legal Service4

Area codes

  • (805)116
  • (800)2
  • (866)2
  • (512)1
  • (323)1
  • (818)1
Playbook

How to sell to financial advisors in Ventura

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 Ventura financial advisors leads

How many financial advisors and lenders in Ventura, CA are in the database?
126 financial advisors and lenders in Ventura, CA, as of October 2026. 126 of them have a phone number and 36 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 Ventura list of 126 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 Ventura

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesEverything in Ventura →

Start calling Ventura financial advisors today

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

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