Financial advisors and lenders · California

Financial advisors and lenders in Westlake Village, CA

230 financial advisors in Westlake Village with phone numbers, 79 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Westlake Village list freeSee a sample
230
businesses
100%
have a phone number
34%
have an email address (79)
—
average Google rating
Sample

A sample of financial advisors and lenders in Westlake Village

Twelve of the 230 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Miller Financial PlanningFinancial Planner—Yes(805) •••-••••Available
Willow PartnersFinancial Planner—Yes(805) •••-••••Available
SecureGlobalPayBusiness Service; Financial Service; Legal Service—Yes(805) •••-••••Available
Pagano JosephFinancial Service; Legal Service—Yes(805) •••-••••Available
Dignified Home LoansLoans Agency—Yes(888) •••-••••Available
Edward Jones - Financial Advisor: Bryce G Wallington, CFP®Financial Service; Legal Service—Yes(818) •••-••••Available
Women's Money Coaching InternationalFinancial Planner—Yes(818) •••-••••Available
Classic Financial & Insurance Services, Inc.Financial Service; Legal Service—Yes(805) •••-••••Available
Strategic Merchant SolutionsFinancial Service—Yes(805) •••-••••Available
Strategic Merchant SolutionsFinancial Service—Yes(805) •••-••••Available
Edward Jones - Financial Advisor: Paul L Blair IVFinancial Service; Legal Service—Yes(805) •••-••••Available
Trepmoola Inc.Financial Service; Legal Service—Yes(888) •••-••••Available

Showing 12 of 230. Data refreshed October 2026.

The market

What Westlake Village'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; 230 have no rating yet — prime prospects for review and reputation services.
26 (11%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service78
  • Loans Agency34
  • Financial Service; Legal Service; Business Service34
  • Financial Planner33
  • Financial Service14
  • Law Office; Financial Service; Legal Service9

Area codes

  • (805)135
  • (818)63
  • (310)6
  • (888)5
  • (800)5
  • (877)4
Playbook

How to sell to financial advisors in Westlake Village

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 Westlake Village financial advisors leads

How many financial advisors and lenders in Westlake Village, CA are in the database?
230 financial advisors and lenders in Westlake Village, CA, as of October 2026. 230 of them have a phone number and 79 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 Westlake Village list of 230 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 Westlake Village

Law firmsRestaurantsSalons and spasReal estate officesEverything in Westlake Village →

Start calling Westlake Village financial advisors today

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

Get these leads freeSee pricing