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      Details

      Serve the client. NOT the Corporation.

      Hours
      Regular Hours:

      Contact Info

      Phone:

      Main - 805-585-5424

      Address:
      199 W Hillcrest Dr Thousand Oaks, CA 91360
      Email:

      Link:

      http://www.cogentadvisors.com

      Reviews

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      Categories
      Financial Planners, Financing Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services
      Services / Products
      OUR mission: serve the client. Not the Corporation cogent independent advisors. Inc. ("cogent") was formed with ONE goal in mind: to deliver world class advice in an environment that truly places OUR Client's interests first. After having gained experience AT major wall street and insurance firms. The BIG problem with the financial services industry became crystal clear: TOO many conflicts of interest. These conflicts prevent financial professionals from delivering BONAFIDE advice focusing on their Client's best interests. It Didn't matter what their title was: financial advisor. Financial planner. Registered representative. Investment advisor representative. Insurance agent. ETC. What mattered more was the structure of the firm they were working for and. Of course. Their level of expertise. Whether it BE a higher payout on ONE product vs. Another. The pressure from managers to increase revenue or the general firm culture (wall street arrogance or insurance product bias). There were always very good reasons for a client to BE skeptical of an Advisor's "recommendations". Somewhere in those "recommendations" (AKA financial plans. Portfolio reviews or proposals) was an ulterior motive. And it wasn't always clear AS commissions on some products are buried in the fine print of 200 page documents. There has to BE a better WAY. In fact. There is. We call it the cogent WAY.
      Location
      Corporate Office: Stone Creek Professional Offices 325 East Hillcrest Drive, Suite 195 Thousand Oaks, CA 91360 Ventura Coast Office: 1000 Town Center Drive, Suite 300 Oxnard, CA 93036 Sherman Oaks Office: 14156 Magnolia Blvd, Suite 200 Sherman Oaks, CA 91423
      Neighborhood
      Thousand Oaks
      Data provided by one or more of the following: Thryv, Data Axle, Yext.