About US
Shidoosh Wealth Management LLC is an independent wealth management and financial planning firm serving individuals, families, and business owners in Westlake Village, Thousand Oaks, and surrounding communities. As a fiduciary-driven advisory firm, Shidoosh Wealth Management is committed to providing objective, client-first advice tailored to each client’s long-term financial goals.
The firm offers comprehensive financial planning and investment management, with services including retirement planning, portfolio construction, risk management, tax-aware investment strategies, and estate planning coordination. Shidoosh Wealth Management takes a disciplined, personalized approach—helping clients navigate market volatility while staying focused on long-term outcomes.
By combining thoughtful planning with ongoing portfolio oversight, Shidoosh Wealth Management aims to simplify complex financial decisions and provide clarity, confidence, and accountability at every stage of life.
Services Offered:
Wealth & Investment Management
Financial & Retirement Planning
Tax-Efficient Portfolio Strategies
Estate Planning Coordination
Risk Management & Insurance Planning
Ongoing Advisory & Portfolio Monitoring
Client Focus:
Individuals, families, retirees, and business owners seeking long-term financial guidance from a trusted fiduciary advisor.
About David
David Shidoosh serves as the President and CEO of Shidoosh Wealth Management LLC. He has been in the business since 1995 and brings over 31 years of extensive experience in financial planning, particularly in investment portfolio management. The core investment strategy employed for clients focuses on proper asset allocation, along with continuous monitoring and rebalancing.
This strategy has helped clients reduce their investment risk while working toward their financial goals and objectives. As a professional in financial planning, he possesses a deep understanding of all aspects of a client’s financial needs, including asset management, retirement planning, estate planning, and tax considerations. He is registered as an investment advisor representative in California, Florida, Idaho, South Dakota, and Texas. Additionally, David holds licenses for Life, Health, Disability, and Long-Term Care insurance in Arizona, California, Florida, Idaho, Maryland, Nevada, Texas, Virginia, and Washington.
After attending Utah State University, David has earned several professional designations including Chartered Retirement Planning Specialist, and Chartered Mutual Fund Counselor. David is also a member of the CFA Institute.
David resides in Thousand Oaks, California, with his two daughters and son. He enjoys outdoor activities, trap shooting, wine tasting, and fine dining.
