Thousand Oaks Financial, Inc Email Format
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.