Insights

Acquisition Interest Recent acquisition by CI Financial Corp. indicates potential alignment with larger financial services ecosystems and could open cross-sell opportunities for wealth management, financial planning, and investment advisory services.

California Focus Strong local presence in California with state-wide loan origination suggests opportunities to partner with regional lenders, real estate developers, and adjacent financial service providers seeking localized mortgage expertise.

Referral Model Business model driven by referrals and a loyal client base can be leveraged to create co-marketing programs with complementary firms such as title, escrow, and home improvement services to expand client acquisition channels.

Growth Readiness Revenue scale and relatively small team indicate potential for scalable service enhancements, technology-enabled workflows, and partnerships with larger brokerages or fintech platforms looking to augment California mortgage capacity.

Strategic Partnerships Positioned as a specialized mortgage consultancy within a regulated real estate finance landscape, presenting opportunities for collaboration with investment advisors, RIAs, and family office networks seeking streamlined mortgage solutions for clients.

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Media & News

CI Financial Corp. acquires Thousand Oaks Financial, Inc.
The subsidiary of CI Financial Corporation has agreed to acquire Thousand Oaks Financial Corporation, a RIA firm based in California operating under the name Professional Planning.
Jul 31, 2020 | international-adviser.com

Thousand Oaks Financial, Inc's Email Address Formats

Thousand Oaks Financial, Inc uses at least 1 format(s):

Thousand Oaks Financial, Inc Email Formats	Example	Percentage
FLast@tofinancial.com	JDoe@tofinancial.com	83%
F.Last@tofinancial.com	J.Doe@tofinancial.com	17%

Frequently Asked Questions

What is Thousand Oaks Financial, Inc's phone number?

You can contact Thousand Oaks Financial, Inc's main corporate office by phone at

+1-510-841-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Thousand Oaks Financial, Inc's official website and social media links?

Thousand Oaks Financial, Inc's official website is tofinancial.com and has social profiles on LinkedIn.

How much revenue does Thousand Oaks Financial, Inc generate?

As of July 2026, Thousand Oaks Financial, Inc's annual revenue is estimated to be $1M - $10M.

What is Thousand Oaks Financial, Inc's NAICS code?

Thousand Oaks Financial, Inc's NAICS code is 531 - Real Estate.

How many employees does Thousand Oaks Financial, Inc have currently?

As of July 2026, Thousand Oaks Financial, Inc has approximately 5 employees across 1 continents, including North America. Key team members include Director: P. R.. Explore Thousand Oaks Financial, Inc's employee directory with LeadIQ.

What industry does Thousand Oaks Financial, Inc belong to?

Thousand Oaks Financial, Inc operates in the Real Estate industry.

What is Thousand Oaks Financial, Inc's email format?

Thousand Oaks Financial, Inc's email format typically follows the pattern of FLast@tofinancial.com. Find more Thousand Oaks Financial, Inc email formats with LeadIQ.

Thousand Oaks Financial, Inc

Q: How many employees does Thousand Oaks Financial, Inc have currently?

Thousand Oaks Financial, Inc has approximately 5 employees.

Q: What is Thousand Oaks Financial, Inc's NAICS code?

Thousand Oaks Financial, Inc's NAICS code is 531 (Real Estate).

Real EstateCalifornia, United States2-10 Employees

Thousand Oaks Financial, Inc. is a small mortgage brokerage based in Berkeley, California. The firm provides mortgage consulting services to individuals, handling loans locally and across the state of California with a team described as highly qualified. Founded in November 2000, the company relies on referrals and has cultivated a loyal client base that supports its ongoing activity.

Within the real estate sector, it serves homebuyers and other borrowers by advising on loan options and navigating the financing process across California. In 2020, CI Financial Corp. acquired Thousand Oaks Financial, Inc., a California-based RIA described in press materials as operating under the name Professional Planning.