Advisors at this firm
Victoria A
ChFC®, Series 63, Series 65
Thousand Oaks, CA
Eagleson Arndt Financial Advisors
Victoria Arndt is a financial advisor at Eagleson Arndt Financial Advisors with 22 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ms. Arndt has been with Eagleson Arndt Financial Advisors since 2000. In addition to her advisory role, she is licensed as a broker for life, health, and accident insurance with various state Departments of Insurance. Eagleson Arndt Financial Advisors serves individuals, high-net-worth clients, charitable institutions, small businesses, trusts, and estates with investment management and financial planning. The firm’s approach is based on strategic asset allocation guided by Modern Portfolio Theory and quantitative analysis, offering tailored portfolios that consider clients’ time horizons, tax status, cash flow, and risk tolerance.
Jennifer S
CFP®, Series 66
Thousand Oaks, CA
Eagleson Arndt Financial Advisors
Jennifer Strong is a CFP® and holds a Series 66 license, with 12 years of experience in the financial services industry. She currently serves as the sole advisor at Eagleson Arndt Financial Advisors, having previously worked at LPL Financial LLC and Montecito Bank & Trust. Outside of her advisory role, she is a nonprofit board member at the California Lutheran University School of Management. Eagleson Arndt Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable institutions, small businesses, trusts, and estates. The firm’s investment approach focuses on strategic asset allocation based on Modern Portfolio Theory and quantitative analysis, tailoring portfolios to clients’ specific circumstances and managing downside risk.