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Thousand Oaks Financial, Inc Employee Directory

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.

Find Thousand Oaks Financial, Inc employees' phone numbers or email addresses

Thousand Oaks Financial, Inc Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Thousand Oaks Financial, Inc's Leadership

  • Stylized image of a person
    P. R.
    Director
    Mobile Phone

Thousand Oaks Financial, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Other

Contact profiles from Thousand Oaks Financial, Inc

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. R.
    Director
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Thousand Oaks Financial, Inc known for?

Minus sign iconPlus sign iconThousand Oaks Financial, Inc operates in the Real Estate industry; you can contact the main corporate office by phone at
+1-510-841-****
. Explore Thousand Oaks Financial, Inc's company overview page for more information.

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

Minus sign iconPlus sign iconThousand Oaks Financial, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Thousand Oaks Financial, Inc email formats with LeadIQ.

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

Minus sign iconPlus sign iconThousand Oaks Financial, Inc has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Thousand Oaks Financial, Inc's key employees and leadership?

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As of August 2026, Thousand Oaks Financial, Inc's key employees include:

  • Director: P. R.

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