Knapp Financial Advisors

Knapp Financial Advisors is a financial planner in Calabasas, California. The firm specializes in wealth management, financial planning, and estate planning and settlement, and serves clients in Calabasas, LA County, and Ventura County. It offers an objective, unbiased approach to financial planning, with retirement planning services built around a personalized strategy customized to each client's income needs and financial goals. The firm takes a team approach, drawing on professionals with varied backgrounds, education, and experience so clients can benefit from more than one perspective. Its stated mission is to help clients achieve their financial goals with a personal approach: listening, evaluating, and creating individualized solutions with objectivity and high ethical standards. No single strategy fits everyone, so each client receives attention from planning through execution and follow-up, with a proactive approach to addressing financial goals and anticipating challenges as they arise. The team also addresses investing principles and strategies, retirement investing and distribution strategies, estate conservation, and risk management, and answers questions about retiring early, college savings, life insurance, and estate strategy. Cindy Zurawski is Office Manager and Client Services, and joined the firm in 1998. The office sits on Calabasas Road, about 0.1 miles from the Leonis Adobe museum, Arroyo Calabasas, the Calabasas Saturday Farmers Market, and Calabasas Creek Park. The Calabasas Swim and Tennis Center is roughly 0.2 miles away. Knapp Financial Advisors has served clients in Calabasas since Cindy Zurawski joined the firm in 1998, and its team of financial professionals continues to address investing, retirement, estate, and risk management needs for individuals preparing for and living in retirement.