Palm Coast Wealth Management

Palm Coast Wealth Management is a financial planner in Thousand Oaks, CA. The firm provides strategic guidance to optimize various aspects of a client's financial life, offering specialized services such as investment management, retirement planning, income planning, estate planning, insurance planning, and risk management. The firm holds a 5.00 rating.

As an independent practice, the firm acts as a fiduciary advisor, meaning all actions are taken in the best interest of the client. The team includes President and CEO James Selu, a Certified Financial Planner (CFP®) who has been in the industry since 2008. He is also Certified in Blockchain and Digital Assets (CBDA). The firm utilizes a personalized, holistic approach to develop financial roadmaps, focusing on providing clarity and practical, real-world advice to help individuals and businesses reach their goals.

The office is located on Townsgate Rd, a short drive from the Ventura Freeway and near the intersection of South Westlake Boulevard and Hampshire Road. The area is also situated near Schoolhouse Creek and Triunfo Canyon Road.

Palm Coast Wealth Management is known for its thorough, reliable, and sensible approach to financial planning. The firm's commitment to providing consistent, time-tested advice and its dedication to empowering clients through education makes it a trusted resource for those seeking financial stability.

Through detailed and personalized planning, Palm Coast Wealth Management helps clients in Thousand Oaks maximize their financial potential.