515 Marin Street, Suite 406, Thousand Oaks, CA 91360-5892

(805) 373-8686
support@hillcrestfinancialgroup.com
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Hillcrest Financial Group

Dean Solomon

Dean Solomon, CFP®, MBA

David Harrington

David Harrington, CFP®, ChFC®

Elizabeth Richesson

Elizabeth Richesson

Andrew Price

Andrew Price, CFP®

Bonnie Mavrolas

Bonnie Mavrolas

Jordan Kane

Jordan Kane, CFP®, ChFC®, MBA

Financial Advice

Financial Advice

Our advisors pride themselves in developing custom tailored financial plans for their clients. We get to know you, your goals and what matters most to you and your family. We then factor in all the facets of your financial situation and develop a comprehensive plan. Most importantly, we help to implement your strategy and keep you on track.

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Investment Management

Investment Management

Professional asset management begins with understanding your goals and sensitivity to risk. Our investment management services have provided strategic and tactical asset allocations over numerous cycles. Our team develops portfolios based on ever changing macroeconomic metrics.

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Comprehensive Advisory Relationship

Our team is dedicated to helping you meet your goals.

At Hillcrest Financial Group, our team specializes in comprehensive financial advice and investment management. We offer objective advice that helps provide clarity and confidence around each client's unique financial journey.

Your financial goals and circumstances are not only unique, but they are also ever changing. That's why we customize the way we work with you based on your needs and complexity. Whether you are just starting out or you are in your retirement years, we can provide guidance and expertise to help you make sage and well-informed financial decisions.

How It Works

Inquire With Us

It starts with a simple conversation. Just let us know you have interests in talking - and our director of client experience, Patty Timko, will coordinate a meeting with one of our advisors.

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Initial Meeting

We’ll meet with you either in-person, video conference, or telephone – depending upon
what works best for you. During this meeting, we’ll get a chance to learn more about you, your goals, and how we might be able to help. This gives you an opportunity to get to know us too.

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Ongoing Strategic Meetings

We’ll have ongoing meetings where we help to design, modify, and monitor your financial plan and investments. We move at a pace that is appropriate for you. We enjoy helping
with plan creation and on-going advice.

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Request an Appointment

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