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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Knapp Financial Advisors

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United States
Calabasas, CA
Knapp Financial Advisors

Help Individuals achieve their financial goals with a personal approach. We focus on Estate Planning and Wealth Management. http://knappfinancial.com/disclosures

Welcome, we're Knapp Financial Advisors, a financial organization located in Calabasas, California. We understand that individuals face unique challenges as they prepare for retirement as well as during their retirement years. We strive to provide long term investment solutions for our clients that will help them achieve greater success in their retirement. We offer an objective, unbiased approach

to financial planning. We specialize in Wealth Management, Financial Planning, and Estate Planning and Settlement and service Calabasas, LA County, and Ventura County. With the support of a team of professionals at Knapp Financial Advisors, we offer a wide variety of retirement planning services that will help us create a personalized approach to financial planning that is customized to your individual income needs and financial goals. We look forward to working with you through all stages of your life. DISCLOSURE:
Securities offered through TCFG Wealth Management, LLC Member: FINRA, MSRB & SIPC. Advisory Services through TCFG Investment Advisors, LLC a Registered Investment Advisor. Knapp Financial Advisors and TCFG are separate and unrelated companies. STATEMENT OF CONFIDENTIALITY: E-mail sent through the Internet is not secure. Do not use e-mail to send us confidential information such as credit card numbers, SSN, change of address, PIN numbers, passwords, or other important information. It is important that you do not use e-mail to request authorize or affect the purchase or sale of any instrument, to send funding instructions, or to effect any other transactions. We will not accept such orders or instructions. TCFG and its affiliates utilize e-mail monitoring software for the review of incoming and outbound messages. Your e-mail message is not private in that it is subject to review by the Firm.

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How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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What does it actually cost to raise a child? You might be surprised.

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07/11/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

07/09/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

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With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

07/04/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

07/02/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

06/29/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Address

23548 Calabasas Road, Ste 107
Calabasas, CA
91302

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.knappfinancial.com/

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