Vincent E. Cowles,  CFP<sup>&reg;</sup> - Financial Advisor

Vincent E. Cowles, CFP®

LLC Manager

Knightsgate Financial Advisors LLC

2945 Townsgate rd, ste 200
Westlake Village, CA 91361
FINANCIAL ADVISOR'S WEBSITE
(805) 532-0109

General

Vincent Cowles is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Knightsgate Financial Advisors LLC in Westlake Village, CA and the surrounding communities.

Financial Advisor Overview






Knightsgate Financial Advisors LLC is a comprehensive financial planning and investment advisory firm located in Moorpark, California.  We are registered with the State of California Department of Corporations as an Investment Adviser.

We believe in the following:

  • The client's best interests come first; always.
  • Fee-Only compensation and a fiduciary relationship are vital to placing the interests of the client above all others.
  • Clients are best served by a comprehensive approach to financial planning.
  • The highest levels of competency must be achieved and maintained.
  • Financial planning is a process, not a means to get people in the door to sell them investments or other financial products.
  • Financial planning is not just about "the numbers;" it's about aligning your financial plan with your core values.

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Financial Advisor Experience


The principal owner of Knightsgate Financial Advisors LLC is Vincent Cowles, CFP®, EA.

Vincent holds a Bachelor of Science in Accounting, is a CERTIFIED FINANCIAL PLANNER™ professional, and an Enrolled Agent.

Before founding Knightsgate Financial Advisors LLC, Vincent had over 20 years of broadly diversified experience as a financial professional in transportation, manufacturing, mortgage banking and the financial services industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Corporate Finance, Employee Benefits, Mutual Funds, Insurance, Stocks & Bonds, Life Planning, Startup, Personal Taxes

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Helpful Financial Planning Resources