Financial Advisors and Planners

Montecito Bank & Trust 300 W. Esplanade Drive Oxnard, CA 93036 Phone: (805) 963-7511 Send Email As the largest locally owned community bank on the Central Coast, Montecito Bank & Trust remains committed to our founding principle: to make the communities we serve better places to live and work. Member Since: 2018 See Also Banks - Credit Unions

2901 N. Ventura Road, Suite 280 Oxnard, CA 93036 Phone: (805) 278-6711 Contact Peter.TellesVasquez@edwardjones.com Member Since: 2024

Bernzott Capital Advisors 1200 Paseo Camarillo, Suite 180 Camarillo, CA 93010 Phone: (800) 856-2646 Send Email Member Since: 2025

Capstone Partners Financial 6080 Center Drive Los Angeles, CA 90045 Phone: (310) 431-9957 Send Email Member Since: 2025

Intellicents 330 Morrison Park Drive Southlake, TX 76092 Phone: (817) 697-8510 Send Email Member Since: 2024

Prospera Succession Partners 2775 N. Ventura Rd, Suite 101 Oxnard, CA 93036 Phone: (805) 973-5909 Send Email Member Since: 2024

Quiver Financial 2431 Oldham Circle Oxnard, CA 92672 Phone: (949) 492-6900 Send Email Member Since: 2025

Strategic Path Financial Group, LLC 300 E. Esplanade Drive, Suite 1400 Oxnard, CA 93036 Phone: (805) 392-3205 Send Email Member Since: 2025

Vision Wealth 1297 Flynn Road, Suite 280 Camarillo, CA 93012 Phone: (805) 383-1118 Send Email Member Since: 2025