Looking for an Experienced and Trustworthy Financial Adviser & Accountant

Updated on October 13, 2010
P.M. asks from Simi Valley, CA
9 answers

Due to being new to Simi Valley, I am looking for a financial adviser and an accountant to help myself and my husband coordinate our financial profolio. Having three children, we need to provide and have financial security/net. I'll take any recommendations. Thank you for your help and support.

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F.S.

answers from Los Angeles on

I have lived in the San Fernando Valley my entire life. So while I don't know anyone in Simi I have the most wondeful pediatrician in Encino as well as the best financial advisor who is located downtown. Just let me know if you would like their info. I understand if you want to stay close to home, but they truly are the best.

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J.C.

answers from Los Angeles on

Hi P.

I can definately help you out. I came from out of the country and used to have my brother-in-law handle my affairs. He has since retired and it took a long time for me to find someone I could trust to handle my investments. I would recommend Mike Price of Edward Jones ###-###-####.
A great accountant is Ron Yamashiro, CPA from the firm Brewer & Tominaga ###-###-####.

You can feel very comfortable with both sources.

J.

1 mom found this helpful
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M.S.

answers from Los Angeles on

I would suggest Thomas Hartfield. He is our Financial Advisor and owner of Hartfield Financial & Insurance Services, Inc. He's always done a great job and has been helping our family since 1994. He's located right here in Simi Valley and will even come to your home as a personalized service. It was really nice for us because we had little ones at the time, who are now teenagers and have great college funds thanks to Thomas. His website is HartfieldFinancial.com. Hope that helps. M. S.

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B.H.

answers from Los Angeles on

Hi P., I just saw your post and I can help. My husband is a financial advisor and CPA. Actually he is an attorney, CPA and Certified Financial Planner. He specializes in Estate Planning and has his own practice in Woodland Hills. He would love to help you and your family with your financial plan. Please check out his website at www.hornsteinfinancial.com and please call if you have any questions and speak to my husband Steve. ###-###-####. My name is B. and I work in the office as well. A little about me: I am a mother of boy/girl twins that are 4 months old now.

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K.P.

answers from Los Angeles on

Hi P.,
Welcome to Simi! I moved here about 7yrs ago, and LOVE it! I know this isn't what you're looking for, but this coming Tuesday, from 9am-12n, the MOMs Club will be hosting a membership drive at Lemon Park. It's a great group of women, and a great source of resources in the area. Just might be something to look into to ease the transition. check it out!

Also, I can give you the name of our atty for things like living trusts and stuff... he's on Erringer just south of Los Angeles Ave. Russ Tagasuki (sp?) Sorry... I don't have his phone number off hand, but it shouldn't be difficult to get. good luck!

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L.I.

answers from Los Angeles on

Walk into any Citi Bank and speak to their financial planners - seriously, they know theirt stuff

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M.M.

answers from Los Angeles on

Hi P.,
I could suggest an accountant but they're in the san fernando valley. I moved from Simi when my oldest dd was 10 months and we just moved back. My kids are 11, 8, 7 (all girls) & 6 (boy). I am VERY familiar with the area as well as the surrounding areas.Feel free to call to chat, for directions or whatever. :) My # is ###-###-#### or email at [email protected]____.com other half and I are both 30. We live on the East side of town with our 4 kids and a very sweet lab.We're big outdoor people and frequently go camping, boating, to the beach (to surf) or dirt bike riding. He owns a motor sports biz and I'm a freelance editor so am able to be home with our kids. I have a lot of old friends in town but we all were looking forward to meeting some other families to get together with... BBQ's, park picnics, etc. I'm happy to help you out any way I can... Feel free to pick my brain. :) Hope all is well. Take Care!
M.

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B.B.

answers from Los Angeles on

Hi P.,

Welcome to Simi Valley. I don't have sny advice on the financial planners since we are meeting with a new one in a few days but I also live in Simi Valley with my husband (who went to highschool in Mass) and our 16 month old daughter. Feel free to email if you have any other questions about the area,

B.

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S.P.

answers from Los Angeles on

Gina Lapiner with Edward Jones; [email protected]____.com
###-###-####

Kris Paden Estate Planning Attorney; [email protected]____.com
###-###-####

I am in a networking group with these ladies. Both are very knowledgeable in their fields and will go over things in a way you will understand. Gina's office is in Calabasas and Kris will make home appointments, which is great for families with children!!!

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