Company Overview
- Headquarters
- 370 N Westlake Blvd, Suite 230, Thousand Oaks CA
- Website
- powellfg.com
- Phone
- (805) 495-6895
- Employees
- 3
- Founded in
- 1987
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Powell Financial Group A Wealth Management Company
Powell Financial Group is a wealth management company based in Thousand Oaks, California. The firm is independently owned and operated, employing a team of three individuals. Powell Financial Group specializes in developing personalized retirement planning solutions. Their approach focuses on understanding each client's unique aspirations, financial situation, and risk tolerance to create a tailored strategy. The company emphasizes its commitment to putting clients' best interests first. They believe in transparency and open communication, ensuring clients fully understand the rationale behind every investment recommendation. David Powell, Gustavo Zarate, and Iris B. Ilao are Investment Advisor Representatives affiliated with Commonwealth Financial Network®, a Registered Investment Adviser. For more information about Powell Financial Group, visit their website at powellfg.com.
Powell Financial Group A Wealth Management Company Industry Tags
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| 3M | 1 | Scottsdale, AZ | 2012 | |
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| 3M |