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.
10/08/2026
Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.
Quarterly Market Insights | October 2026 Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...
10/08/2026
Before retiring early, take a look at the cold, hard facts.
How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
10/05/2026
Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?
How Will the Economy React to AI? What do concerns or uncertainty about AI mean for your future and your financial strategy?
10/03/2026
This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.
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10/01/2026
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.
You've allocated your assets; you just may not realize it yet.
The stock market has a long and storied history, from the Dutch East India Company to Wall St.
An ILIT could play a role in your estate strategy.
09/21/2026
Property taxes too high? Here are ways to potentially lower your assessment.
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Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
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Website
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 |
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