Buff Your Finances

Buff Your Finances (CRD# 288105) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $5,576,578 in 92 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
888 E Thousand Oaks Blvd, Suite 102, Thousand Oaks, CA 91360
https://www.instagram.com/buffyourfinances/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $60,615
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, NV, NY, TX, VA, WA

Financial Advisors at Buff Your Finances
Showing 1 - 2 of 2 top financial advisors.
1
Galen Herbst De Cortina, financial advisor Newbury Park CA
Galen M. Herbst De Cortina
CRD#: 6568262
253 Windrose Court, Newbury Park, CA 91320

Galen Herbst De Cortina (CRD# 6568262) is an Investment Advisor Representative working at Buff Your Finances in Newbury Park, CA and has over 7 years of experience in the finance industry.

2
Howard Cranford, financial advisor Baton Rouge LA
Howard J. Cranford
CRD#: 6398850
Baton Rouge, LA

Howard Cranford (CRD# 6398850) is an Investment Advisor Representative working at Buff Your Finances in Baton Rouge, LA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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