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Westlake Financial ManagementFinancial advisor in Thousand Oaks, CA

Westlake Financial Management is a financial advisor at 3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362, ranked #6 of 14 stockbrokers in Thousand Oaks and rated 2.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Thousand Oaks, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 991-2600Website ↗

Key facts

Key facts about Westlake Financial Management
Address3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362Get directions
Phone(805) 991-2600
Websitewestlakefm.com
HoursMonday to Friday: 6:30 AM – 4 PM
Google rating2.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category
  • Stockbrokersadditional Google category

Service area

Serves Thousand Oaks and 11 towns within 25 miles: Agoura Hills, Oak Park, Agoura, Simi Valley, Moorpark, Malibu, West Hills, Calabasas, Camarillo, Woodland Hills and Canoga Park.

Based in Thousand Oaks, CAView on map

Opening hours

Opening hours for Westlake Financial Management
DayHours
Monday6:30 AM – 4 PM
Tuesday6:30 AM – 4 PM
Wednesday6:30 AM – 4 PM
Thursday6:30 AM – 4 PM
Friday6:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Westlake Financial Management

How is Westlake Financial Management ranked in Thousand Oaks?

Westlake Financial Management is ranked #6 of 14 stockbrokers in Thousand Oaks by RFA Score, with 57 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Westlake Financial Management’s hours?

Westlake Financial Management is open Monday to Friday. Its listed hours are Monday to Friday, 6:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Westlake Financial Management serve?

Serves Thousand Oaks and 11 towns within 25 miles: Agoura Hills, Oak Park, Agoura, Simi Valley, Moorpark, Malibu, West Hills, Calabasas, Camarillo, Woodland Hills and Canoga Park. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Westlake Financial Management?

Westlake Financial Management has a rating of 2.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Westlake Financial Management?

Call Westlake Financial Management on (805) 991-2600. The business is at 3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Westlake Financial Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Westlake Financial Management (this business)—572.0 (4)NoNo
Charles Schwab#4603.3 (9)NoNo0.5 mi
Charles Schwab#5584.1 (9)NoNo12.9 mi
Charles Schwab#7574.1 (13)NoNo21.6 mi

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