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

(805) 373-8686
support@hillcrestfinancialgroup.com
Client Login


Focused On You

Hillcrest Financial Group is an independent, SEC-registered investment advisory firm based in Thousand Oaks, California. Since 1985, we've helped families, professionals, retirees, and business owners build and protect their wealth through comprehensive financial planning and disciplined investment management.

We've built Hillcrest Financial Group entirely on referrals and results, not advertising. Our team of credentialed advisors — including multiple CERTIFIED FINANCIAL PLANNER™ professionals — works as a fiduciary, meaning we are legally and ethically obligated to act in your best interest. 

We serve clients from our Thousand Oaks office and via video conference nationwide. Our advisors are available to discuss market conditions, walk through portfolio changes, or simply answer a question — because the best financial plan in the world doesn't work if you can't reach the person who built it.

Hillcrest Financial Group

Dean Solomon

Dean Solomon, CFP®, MBA

Partner, Wealth Advisor

(805) 373-8686

Bonnie Mavrolas

Bonnie Mavrolas

Director of Client Service

(805) 373-8686

David Harrington

David Harrington, CFP®, ChFC®, RICP®

Partner, Wealth Advisor

(805) 373-8686

Andrew Price

Andrew Price, CFP®

Wealth Advisor

(805) 373-8686

Jacqueline Kimler

Jacqueline Kimler

Director of Client Relations

(805) 373-8686

Jordan Kane

Jordan Kane, CFP®, ChFC®, MBA

Wealth Advisor

805-373-8686

Anna Bogorodchenko

Anna Bogorodchenko

Associate Wealth Advisor

805-373-8686

Team Approach

Team Approach

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.