VF
Vanessa Friedman
SHE WEALTH ADVISORS
AGOURA HILLS, CA 91301
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CRD#: 8115322
VF
Vanessa FriedmanSHE WEALTH ADVISORS
Professional summary
Vanessa Friedman is a registered financial advisor currently at SHE WEALTH ADVISORS LLC located in Agoura Hills, California.
Vanessa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Vanessa has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Vanessa Friedman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 22, 2025 - Present
SHE WEALTH ADVISORS LLC
Office #1: 5126 Clareton Dr. Ste. 206, Agoura Hills, CA 91301RIA
CRD#: 337375
AGOURA HILLS, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/22/2025)
Current Firm
SW
SHE WEALTH ADVISORS LLC
SHE WEALTH ADVISORS LLC | SHE WEALTH ADVISORS, LLC
CRD#: 337375 / SEC#:
California
Registered Investment Advisory firm - (10/22/2025 Approved)Loading...
Contact information
Main Address
21243 Ventura Blvd. #118, Woodland Hills, CA 91364
Mailing Address
Phone number
(818) 517-1725
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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