Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
21yrs
Dan Stridsberg
Financial advisor at One Capital Management
Based in Westlake Village, California, Dan Stridsberg is a fiduciary financial advisor with 21 years of industry experience. Dan has been with One Capital Management since 2015. One Capital Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 65% of advisors at One Capital Management
Office3075 Townsgate Road Suite 350, Westlake Village, CA 91361
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm65
States licensed ?1 state
Services through One Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowRSG Wealth Management, LLCCurrent
- 2015 – nowOne Capital Management, LLCCurrent firm
- 2005 – 2013One Capital Management, LLCPreviously
Contact Dan
(805) 409-8150One Capital Management main office 3075 Townsgate Road Suite 350Westlake Village, CA 91361Office · Get directions Firm websitewww.onesports.ca
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Questions to ask Dan
Tailored to Dan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dan
How do I contact Dan?
Call One Capital Management at (805) 409-8150 and ask for Dan Stridsberg. Dan works from the Westlake Village, CA office.
How long has Dan been a financial advisor?
Dan has been in the industry since 2005, about 21 years. More experience than 65% of advisors at One Capital Management.
What licenses does Dan hold?
Series 65. Tap any license on this page to see what it allows.
Is Dan a fiduciary?
Dan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dan paid?
One Capital Management reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Dan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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