Confide Financial Planning & Investments, LLC
Confide Financial Planning & Investments, LLC is a fee-only financial planning firm based in Thousand Oaks, CA serving families, professionals, and retirees locally, as well as virtually across the country. CONFIDE specializes in holistic financial planning and investment management, blending a values-based approach with a foundation of academic rigor and industry best practices.
Making financial decisions can be overwhelming. At CONFIDE, we recognize the value of financial optimization, while also appreciating that meaningful life decisions do not always line up with what is financially optimal. As a trusted advisor and confidant, we strive to shoulder the burden of numbers, analysis, tax laws, and market conditions on behalf of our clients, so they can focus on aligning the big picture with what matters most.
Services:- Ongoing investment management with comprehensive financial planning
- Advice-only comprehensive financial planning (including investment recommendations)
- Limited scope retainers
- Hourly engagements
- We engage in a long-term, passive investment strategy.
- We utilize low-cost index funds and investment-grade bonds.
- We apply strategic asset location across accounts to enhance tax efficiency.
- We are fee-only. No product sales, no commissions, no referral bonuses.
- We charge transparent flat fees. We do not charge on a percentage of assets.
You may contact us here to schedule a complementary consultation. If we're not a good fit, we'll help you find someone who is.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.