Professional Planning

Professional Planning (CRD# 109561) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $232,975,005 in 1,244 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    1,244
    ACCOUNTS
  • Average Account Value
    $187,279
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Professional Planning
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth A. Bock
CRD#: 3068881
100 East Thousand Oaks Blvd,, #150, Thousand Oaks, CA 91360
96
Wealthminder
score

Kenneth Bock (CRD# 3068881) is an Investment Advisor Representative working at Professional Planning in Thousand Oaks, CA and has over 18 years of experience in the finance industry. Kenneth Bock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cranston R. Gesell
CRD#: 1182387
100 East Thousand Oaks Blvd,, #150, Thousand Oaks, CA 91360
96
Wealthminder
score

Cranston Gesell (CRD# 1182387) is an Investment Advisor Representative working at Professional Planning in Thousand Oaks, CA and has over 29 years of experience in the finance industry. Cranston Gesell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard K. Winters
CRD#: 4047376
100 East Thousand Oaks Blvd,, #150, Thousand Oaks, CA 91360
93
Wealthminder
score

Richard Winters (CRD# 4047376) is an Investment Advisor Representative working at Professional Planning in Thousand Oaks, CA and has over 16 years of experience in the finance industry.

4
Kevin G. Johnson
CRD#: 6376520
100 East Thousand Oaks Blvd,, #150, Thousand Oaks, CA 91360
87
Wealthminder
score

Kevin Johnson (CRD# 6376520) is an Investment Advisor Representative working at Professional Planning in Thousand Oaks, CA and has 1 year of experience in the finance industry.

5
Melvyn H. Nachman
CRD#: 344386
100 E. Thousand Oaks Blvd., Suite 150, Thousand Oaks, CA 91360
86
Wealthminder
score

Melvyn Nachman (CRD# 344386) is an Investment Advisor Representative working at Professional Planning in Thousand Oaks, CA and has over 29 years of experience in the finance industry. Melvyn Nachman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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