Skip to content

Lifetime Planning, IncFinancial advisor in Ventura, CA

Lifetime Planning, Inc is a financial advisor at 2580 E Main St STE 202, Ventura, CA 93003, ranked #16 of 45 financial advisors in Ventura and rated 5.0 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.

Ventura, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 987-8938Website ↗

Key facts

Key facts about Lifetime Planning, Inc
Address2580 E Main St STE 202, Ventura, CA 93003Get directions
Phone(805) 987-8938
Websitelifetimeplanning.biz
HoursMonday to Thursday: 9 AM – 4 PM; Friday: 9 AM – 12 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Ventura and 7 towns within 25 miles: Oxnard, Port Hueneme, Santa Paula, Camarillo, Carpinteria, Fillmore and Moorpark.

Based in Ventura, CAView on map

Opening hours

Opening hours for Lifetime Planning, Inc
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 12 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Lifetime Planning, Inc

How is Lifetime Planning, Inc ranked in Ventura?

Lifetime Planning, Inc is ranked #16 of 45 financial advisors in Ventura by RFA Score, with 63 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 Lifetime Planning, Inc’s hours?

Lifetime Planning, Inc is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 4 PM; Friday, 9 AM – 12 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Lifetime Planning, Inc serve?

Serves Ventura and 7 towns within 25 miles: Oxnard, Port Hueneme, Santa Paula, Camarillo, Carpinteria, Fillmore and Moorpark. 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 Lifetime Planning, Inc?

Lifetime Planning, Inc has a rating of 5.0 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 Lifetime Planning, Inc?

Call Lifetime Planning, Inc on (805) 987-8938. The business is at 2580 E Main St STE 202, Ventura, CA 93003. 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.

Own Lifetime Planning, Inc? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Lifetime Planning, Inc compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Lifetime Planning, Inc (this business)—635.0 (4)NoNo
Maranantha Financial#14635.0 (4)NoNo0.7 mi
Kelly and Associates CPA#15634.2 (5)NoNo2.8 mi
BMO Bank N.A Branches#17623.4 (22)YesNo5.5 mi

See all 45 ranked financial advisors in Ventura