Dream Ridge Capital Group Limited

Address

Non-branch Location
Westlake Village, CA 91361

Contact

Phone: 818.483.1104

Who We Serve

Endowment & Foundation Leaders Retirement Plan Sponsors

Hours

Mon–Fri, 8:00 am–5:00 pm

See Nearby Locations

Pasadena, CA

Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

A group of people sitting around a table in an office.

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

Two business people looking at a tablet in an office.

Dream Ridge Capital Group Limited

Westlake Village

We’re committed to providing California communities like Los Angeles, Westlake Village, Pasadena and other surrounding areas with strong financial advice that meets our clients’ unique needs. As a trusted fiduciary, the Dream Ridge Capital Group Limited team will always put your best interests first. Contact our local office today.

Our Team

Karen Casillas

Vice President | Financial Advisor

View Profile

Debra Gates

Manager | Dream Ridge Capital Group Limited at Work

View Profile

At Dream Ridge Capital Group Limited, we work diligently to understand each organization’s unique circumstances, create an exceptional client service experience, and provide actionable and impactful guidance.

Karen Casillas