Dash Investments

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Dash Investments, Woodland Hills, California[Photo 1]
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Investment service in Woodland Hills, CA

4.9 · 79 reviewsOpens today at 9 AM

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm and has been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business and Columbia Business School covering Financial Analysis, and Valuation.

Eligible to offer 20% cashback to customers who shop here.OrbitBack

AI ScoreChatGPT and Perplexity mention Dash Investments and Gemini doesn't.Scored from 8 signals across search and AI.

Add your name so AI can say who owns the business

Unclaimed · Never replied · Add the year you opened so AI can say how long you've been open

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ConfirmedVisitor submittedAI guess

Updated Aug 3, 2026Last activity 1 month ago, a question from circling_on_oxnard.

Services

What Dash Investments offers, what it costs, and what people come for.

The menu

  • Buffett2From their websiteInvestment service
  • InheritanceFrom their websiteInvestment service
  • ForecastFrom their websiteInvestment service
  • FreeinfokitFrom their websiteInvestment service
  • InflationFrom their websiteInvestment service
No code detected[Photo 1]
No code detected[Photo 2]
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Team

Who you'll see, and whether their licenses check out.
Add your team so AI can name who works here
Today9 AM to 6 PM

Reputation

What reviews, press and directories say about Dash Investments.

4.9from 79 reviews on Google

Dash Investments stands out for its personalized approach and the expertise of advisor Zain Griffith, fostering strong client relationships and trust. Customers of Dash Investments describe a strong sense of trust and personalized service, particularly highlighting the expertise of advisor Zain Griffith. Many appreciate the clear communication and regular updates, which contribute to a feeling of confidence in their financial strategies and portfolio management.

  • 596%
  • 40%
  • 30%
  • 20%
  • 14%
Would go back96%96% of reviews give the visit 4 or 5 stars.Positive 96%, 4 or 5 stars · Neutral 0%, 3 stars · Negative 4%, 1 or 2 stars
The good
  • Zain Griffith's personalized service
  • Regular updates and communication
  • Trustworthy and transparent guidance
  • Tailored financial planning
  • Proactive portfolio management

Press and awards

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How AI sees Dash Investments

The AI Score is out of 100, read from 8 signals across search and AI.

34out of 100

What the score is made of

Signal and how much it countsDash Investments

  • Retrieval grounding 26%Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.0
  • Off-property attestation 20%Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.40
  • AI visibility 14%Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.67
  • Reviews & response 12%The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.66
  • Backlink & citation authority 8%Domain authority and editorial quality of the sources that attest to you.59
  • Google Business Profile 8%Required and recommended fields; update cadence. The listing AI pulls from first.84
  • Speed & mobile 7%Core Web Vitals at the 75th percentile, on a real phone.49
  • Content freshness & schema 5%Crawl recency, intent alignment, valid JSON-LD, canonicals.58

Every business is scored the same way, and nobody can pay for a better score.

Dash Investments’s full AI report

See exactly what AI says about you, and how to get picked

Dash InvestmentsSpeed & mobileGoogle Business ProfileContent freshness & schemaBacklink & citation authorityRetrieval groundingReviews & responseOff-property attestationAI visibility

Dash Investments, as AI sees it. Blue signals help Dash Investments, and red ones hold it back.

  • The questions people ask ChatGPT, Perplexity and Gemini about investment services in Woodland Hills, and who they name instead of you
  • What AI gets wrong about you, next to what’s true
  • What to change first so AI names you
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What AI reads

The page ChatGPT, Gemini, Perplexity and Google read about Dash Investments. The code version is exactly what their crawlers get.

Local AI Registry · Investment services in Woodland Hills, CA · Editorial

Dash Investments, Woodland Hills CA: Reviews

Steve Lee

By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.

Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below

In short

Dash Investments is an investment service in Woodland Hills, CA. Its AI Score is 34 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks

Key facts

FactValue
TypeInvestment service
Address21600 Oxnard St #1755, Woodland Hills, CA 91367, USA
HoursMon to Fri 9 AM to 6 PM · Closed Sat to Sun
Phone(800) 549-3227
Rating4.9 across 79 reviews on Google
UpdatedAugust 3, 2026

All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

GroupFactValueMarkEvidence
Location infoAddress21600 Oxnard St #1755, Woodland Hills, CA 91367, USAConfirmedGoogle Business Profile
Location infoDescriptionThe Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm and has been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business and Columbia Business School covering Financial Analysis, and Valuation.ConfirmedGoogle Business Profile
Location infoHoursMon to Fri 9:00 AM to 6:00 PM · Sat to Sun ClosedConfirmedGoogle Business Profile
Location infoNameDash InvestmentsConfirmedGoogle Business Profile
Location infoPhone(800) 549-3227ConfirmedGoogle Business Profile
HoursMonday9:00 AM to 6:00 PMConfirmedGoogle Business Profile
HoursTuesday9:00 AM to 6:00 PMConfirmedGoogle Business Profile
HoursWednesday9:00 AM to 6:00 PMConfirmedGoogle Business Profile
HoursThursday9:00 AM to 6:00 PMConfirmedGoogle Business Profile
HoursFriday9:00 AM to 6:00 PMConfirmedGoogle Business Profile
HoursSaturdayClosedConfirmedGoogle Business Profile
HoursSundayClosedConfirmedGoogle Business Profile
ServicesServiceAsset managementFrom their websiteBusiness website
ServicesServiceBuffettFrom their websiteBusiness website
ServicesServiceBuffett2From their websiteBusiness website
ServicesServiceCnbcFrom their websiteBusiness website
ServicesServiceComprehensive financial planningConfirmedGoogle Business Profile
ServicesServiceEstate planningFrom their websiteBusiness website
ServicesServiceFeesFrom their websiteBusiness website
ServicesServiceFinancial planningAI guess
ServicesServiceFindanadvisor formFrom their websiteBusiness website
ServicesServiceForecastFrom their websiteBusiness website
ServicesServiceFreeinfokitFrom their websiteBusiness website
ServicesServiceFreeinfokitfinal 500kFrom their websiteBusiness website
ServicesServiceFreeinfokitfinal copyFrom their websiteBusiness website
ServicesServiceFruitfulretirementFrom their websiteBusiness website
ServicesServiceHome22From their websiteBusiness website
ServicesServiceInflationFrom their websiteBusiness website
ServicesServiceInheritanceFrom their websiteBusiness website
ServicesServiceInvestmentFrom their websiteBusiness website
ServicesServiceInvestmentsvideoFrom their websiteBusiness website
ServicesServiceLife insuranceFrom their websiteBusiness website
ServicesServiceMichael mrlikFrom their websiteBusiness website
ServicesServicePerceptionFrom their websiteBusiness website
ServicesServiceQuarterlyletterFrom their websiteBusiness website
ServicesServiceReqcompconsultfinal 500kFrom their websiteBusiness website
ServicesServiceRetirementFrom their websiteBusiness website
ServicesServiceRetirement planning retirement planning checklistFrom their websiteBusiness website
ServicesServiceRetplanningguidefinalFrom their websiteBusiness website
ServicesServiceRetplanningguide retplanningguidefinal 500kFrom their websiteBusiness website
ServicesServiceTaxesFrom their websiteBusiness website
ServicesServiceWallstreetFrom their websiteBusiness website
LinksWebsitehttp://www.dashinvestments.com/ConfirmedGoogle Business Profile

Services and prices

These are the 29 services Dash Investments offers, with the price where we have one and where it came from.

ServicePricePrice markPrice evidenceService mark
Buffett2From their website
InheritanceFrom their website
ForecastFrom their website
FreeinfokitFrom their website
InflationFrom their website
Estate planningFrom their website
FeesFrom their website
TaxesFrom their website
Reqcompconsultfinal 500kFrom their website
QuarterlyletterFrom their website
PerceptionFrom their website
RetplanningguidefinalFrom their website
CnbcFrom their website
RetirementFrom their website
Michael mrlikFrom their website
Life insuranceFrom their website
Retplanningguide retplanningguidefinal 500kFrom their website
Asset managementFrom their website
Findanadvisor formFrom their website
Freeinfokitfinal 500kFrom their website
InvestmentsvideoFrom their website
InvestmentFrom their website
Home22From their website
FruitfulretirementFrom their website
WallstreetFrom their website
Retirement planning retirement planning checklistFrom their website
Freeinfokitfinal copyFrom their website
BuffettFrom their website
Comprehensive financial planningConfirmed

Known for

The team

Visiting Dash Investments

Address: 21600 Oxnard St #1755, Woodland Hills, CA 91367, USA. Phone: (800) 549-3227. Hours: Mon to Fri 9 AM to 6 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)

Location info from Google Business Profile

From Google Business Profile: "The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm and has been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business and Columbia Business School covering Financial Analysis, and Valuation."

Parking and getting in

Nearby

PlaceTypeDistance
Trimana of woodland hillsRestaurant1 min walk
The Coffee's CribCafe2 min walk
Oxnard / OwensmouthBus stop2 min walk
Proper ParkingParking2 min walk
Warner Towers ParkingParking lot2 min walk
EarthbarRestaurant2 min walk

Reputation

4.9 average across 79 reviews: Google 79. (Confirmed, read August 3, 2026.)

Dash Investments stands out for its personalized approach and the expertise of advisor Zain Griffith, fostering strong client relationships and trust. (AI guess, from 79 reviews.)

What people like

  • Regular updates and communication
  • Trustworthy and transparent guidance
  • Tailored financial planning
  • Proactive portfolio management

Press

Awards

Directories

Questions people ask

Worth the hype at Dash Investments?

Open Saturdays here?

what time does Dash Investments in Woodland Hills actually open?

best investment service in Woodland Hills

cancellation list here, is there one

walking in for a first visit, what happens

Do they post anywhere?

membership, worth it or not

Booking here, how does it work?

picking between the two, is Fidelity Investments the safer bet?

parking at Dash Investments, where does everyone put the car?

anyone actually happy with this place?

Anything this place is known for doing well?

how much is a first visit around here

anywhere cheaper than Dash Investments in Woodland Hills that is still good?

killing time on Oxnard, any ideas

What AI gets wrong about Dash Investments

We ask ChatGPT, Perplexity and Gemini about Dash Investments. These are the answers that don’t match this page.

ChatGPT and Perplexity, read by Local AI Registry on Aug 7, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.

FactWhat AI saysWhat this page says
AddressPerplexity, read by Local AI Registry on Aug 7, 2026: 21201 Victory Blvd21600 Oxnard St #1755, Woodland Hills, CA 91367, USA

The AI Score: 34 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Investment services on the registry run 19 to 42. Fair starts at 45, good at 65. Dash Investments scores 34. The same method scores every business on the registry.

SignalWeightScoreWhat it measuresDash Investments
Retrieval grounding260Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.Poor
Off-property attestation2040Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.Poor
AI visibility1467Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.Good
Reviews & response1266The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.Good
Backlink & citation authority859Domain authority and editorial quality of the sources that attest to you.Fair
Google Business Profile884Required and recommended fields; update cadence. The listing AI pulls from first.Good
Speed & mobile749Core Web Vitals at the 75th percentile, on a real phone.Fair
Content freshness & schema558Crawl recency, intent alignment, valid JSON-LD, canonicals.Fair

Full method: https://localairegistry.com/methodology

How AI decides what to say about an investment service: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business

Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

EntityTypeID on this pageSame asRelationship to Dash Investments
Dash InvestmentsLocalBusiness#businesshttp://www.dashinvestments.com/Subject of this page
Woodland Hills, CaliforniaCity#cityCity Dash Investments is in
Local AI RegistryOrganization#publisherhttps://localairegistry.comPublisher of this page
Steve LeePerson#authorhttps://localairegistry.com/team/steve-leeAuthor of this page

Topical map

Where this page sits in the registry. It's one profile among the investment services in Woodland Hills, linked to the lists and towns around it.

Lists

  • Best investment services in Woodland Hills: https://localairegistry.com/leaderboards/ca/woodland-hills/investment-service
  • Best businesses in Woodland Hills: https://localairegistry.com/leaderboards/ca/woodland-hills

Nearby

  • /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
  • /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
  • /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
  • /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
  • /irvine: https://localairegistry.com/leaderboards/ca/irvine
  • /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view

Every list

  • Every leaderboard in California: https://localairegistry.com/leaderboards/ca

References

Show references (32)

Sources cited

  • [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ00NNxPe7woARScjnTJnmiAY (accessed Aug 3, 2026)
  • [2] dashinvestments.com, https://www.dashinvestments.com/wallstreet/ (accessed Sep 18, 2026)
  • [3] dashinvestments.com, https://www.dashinvestments.com/buffett/ (accessed Sep 18, 2026)
  • [4] dashinvestments.com, https://www.dashinvestments.com/buffett2/ (accessed Sep 18, 2026)
  • [5] dashinvestments.com, https://www.dashinvestments.com/cnbc/ (accessed Sep 18, 2026)
  • [6] dashinvestments.com, https://www.dashinvestments.com/education-center/estate-planning/ (accessed Sep 18, 2026)
  • [7] dashinvestments.com, https://www.dashinvestments.com/investing-with-dash/fees/ (accessed Sep 18, 2026)
  • [8] dashinvestments.com, https://www.dashinvestments.com/retplanningguide/retplanningguidefinal/ (accessed Sep 18, 2026)
  • [9] dashinvestments.com, https://www.dashinvestments.com/retplanningguide/retplanningguide-retplanningguidefinal-500k/ (accessed Sep 18, 2026)
  • [10] dashinvestments.com, https://www.dashinvestments.com/education-center/taxes/ (accessed Sep 18, 2026)
  • [11] dashinvestments.com, https://www.dashinvestments.com/our-services/asset-management/ (accessed Sep 18, 2026)
  • [12] dashinvestments.com, https://www.dashinvestments.com/findanadvisor-form/ (accessed Sep 18, 2026)
  • [13] dashinvestments.com, https://www.dashinvestments.com/forecast/ (accessed Sep 18, 2026)
  • [14] dashinvestments.com, https://www.dashinvestments.com/freeinfokit/ (accessed Sep 18, 2026)
  • [15] dashinvestments.com, https://www.dashinvestments.com/freeinfokit/freeinfokitfinal-500k/ (accessed Sep 18, 2026)
  • [16] dashinvestments.com, https://www.dashinvestments.com/freeinfokit/freeinfokitfinal-copy/ (accessed Sep 18, 2026)
  • [17] dashinvestments.com, https://www.dashinvestments.com/freeinfokit-form/ (accessed Sep 18, 2026)
  • [18] dashinvestments.com, https://www.dashinvestments.com/fruitfulretirement/ (accessed Sep 18, 2026)
  • [19] dashinvestments.com, https://www.dashinvestments.com/home22/ (accessed Sep 18, 2026)
  • [20] dashinvestments.com, https://www.dashinvestments.com/inflation/ (accessed Sep 18, 2026)
  • [21] dashinvestments.com, https://www.dashinvestments.com/our-services/inheritance/ (accessed Sep 18, 2026)
  • [22] dashinvestments.com, https://www.dashinvestments.com/education-center/investment/ (accessed Sep 18, 2026)
  • [23] dashinvestments.com, https://www.dashinvestments.com/education-center/investmentsvideo/ (accessed Sep 18, 2026)
  • [24] dashinvestments.com, https://www.dashinvestments.com/landing-retirement-old/ (accessed Sep 18, 2026)
  • [25] dashinvestments.com, https://www.dashinvestments.com/education-center/life-insurance/ (accessed Sep 18, 2026)
  • [26] dashinvestments.com, https://www.dashinvestments.com/michael-mrlik/ (accessed Sep 18, 2026)
  • [27] dashinvestments.com, https://www.dashinvestments.com/perception/ (accessed Sep 18, 2026)
  • [28] dashinvestments.com, https://www.dashinvestments.com/quarterlyletter/ (accessed Sep 18, 2026)
  • [29] dashinvestments.com, https://www.dashinvestments.com/reqcompconsult/reqcompconsultfinal-500k/ (accessed Sep 18, 2026)
  • [30] dashinvestments.com, https://www.dashinvestments.com/education-center/retirement/ (accessed Sep 18, 2026)
  • [31] dashinvestments.com, https://www.dashinvestments.com/retirement-planning-retirement-planning-checklist/ (accessed Sep 18, 2026)
  • [32] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 7, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)

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Title, description, canonical, robots and Open Graph tags. This is what shows in search results and link previews.

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One connected graph. Every person and service has its own @id and links to the business, and a licensed person links to the license and the board that issued it.

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4. Markdown copy of this page (dash-investments-woodland-hills-ca.md)

The article as plain text: the same headings, facts, marks and sources.

# Dash Investments, Woodland Hills CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03.

Canonical: https://localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdyd1f202rzyej11gbgrlzq%2F0.png)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdyd1f202rzyej11gbgrlzq%2F1.jpg)
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- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdyd1f202rzyej11gbgrlzq%2F3.png)
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## In short

Dash Investments is an investment service in Woodland Hills, CA. Its AI Score is 34 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks


## Key facts

| Fact | Value |
| --- | --- |
| Type | Investment service |
| Address | 21600 Oxnard St #1755, Woodland Hills, CA 91367, USA |
| Hours | Mon to Fri 9 AM to 6 PM · Closed Sat to Sun |
| Phone | (800) 549-3227 |
| Rating | 4.9 across 79 reviews on Google |
| Updated | August 3, 2026 |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 21600 Oxnard St #1755, Woodland Hills, CA 91367, USA | Confirmed | Google Business Profile |
| Location info | Description | The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm and has been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business and Columbia Business School covering Financial Analysis, and Valuation. | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 9:00 AM to 6:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Dash Investments | Confirmed | Google Business Profile |
| Location info | Phone | (800) 549-3227 | Confirmed | Google Business Profile |
| Hours | Monday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 9:00 AM to 6:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | Asset management | From their website | Business website |
| Services | Service | Buffett | From their website | Business website |
| Services | Service | Buffett2 | From their website | Business website |
| Services | Service | Cnbc | From their website | Business website |
| Services | Service | Comprehensive financial planning | Confirmed | Google Business Profile |
| Services | Service | Estate planning | From their website | Business website |
| Services | Service | Fees | From their website | Business website |
| Services | Service | Financial planning | AI guess |  |
| Services | Service | Findanadvisor form | From their website | Business website |
| Services | Service | Forecast | From their website | Business website |
| Services | Service | Freeinfokit | From their website | Business website |
| Services | Service | Freeinfokitfinal 500k | From their website | Business website |
| Services | Service | Freeinfokitfinal copy | From their website | Business website |
| Services | Service | Fruitfulretirement | From their website | Business website |
| Services | Service | Home22 | From their website | Business website |
| Services | Service | Inflation | From their website | Business website |
| Services | Service | Inheritance | From their website | Business website |
| Services | Service | Investment | From their website | Business website |
| Services | Service | Investmentsvideo | From their website | Business website |
| Services | Service | Life insurance | From their website | Business website |
| Services | Service | Michael mrlik | From their website | Business website |
| Services | Service | Perception | From their website | Business website |
| Services | Service | Quarterlyletter | From their website | Business website |
| Services | Service | Reqcompconsultfinal 500k | From their website | Business website |
| Services | Service | Retirement | From their website | Business website |
| Services | Service | Retirement planning retirement planning checklist | From their website | Business website |
| Services | Service | Retplanningguidefinal | From their website | Business website |
| Services | Service | Retplanningguide retplanningguidefinal 500k | From their website | Business website |
| Services | Service | Taxes | From their website | Business website |
| Services | Service | Wallstreet | From their website | Business website |
| Links | Website | http://www.dashinvestments.com/ | Confirmed | Google Business Profile |


## Services and prices

These are the 29 services Dash Investments offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Buffett2 |  |  |  | From their website |
| Inheritance |  |  |  | From their website |
| Forecast |  |  |  | From their website |
| Freeinfokit |  |  |  | From their website |
| Inflation |  |  |  | From their website |
| Estate planning |  |  |  | From their website |
| Fees |  |  |  | From their website |
| Taxes |  |  |  | From their website |
| Reqcompconsultfinal 500k |  |  |  | From their website |
| Quarterlyletter |  |  |  | From their website |
| Perception |  |  |  | From their website |
| Retplanningguidefinal |  |  |  | From their website |
| Cnbc |  |  |  | From their website |
| Retirement |  |  |  | From their website |
| Michael mrlik |  |  |  | From their website |
| Life insurance |  |  |  | From their website |
| Retplanningguide retplanningguidefinal 500k |  |  |  | From their website |
| Asset management |  |  |  | From their website |
| Findanadvisor form |  |  |  | From their website |
| Freeinfokitfinal 500k |  |  |  | From their website |
| Investmentsvideo |  |  |  | From their website |
| Investment |  |  |  | From their website |
| Home22 |  |  |  | From their website |
| Fruitfulretirement |  |  |  | From their website |
| Wallstreet |  |  |  | From their website |
| Retirement planning retirement planning checklist |  |  |  | From their website |
| Freeinfokitfinal copy |  |  |  | From their website |
| Buffett |  |  |  | From their website |
| Comprehensive financial planning |  |  |  | Confirmed |


### Known for

Share your review link so AI can say what you're known for


## The team

Add your team so AI can name who works here


## Visiting Dash Investments

Address: 21600 Oxnard St #1755, Woodland Hills, CA 91367, USA. Phone: (800) 549-3227. Hours: Mon to Fri 9 AM to 6 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)


### Location info from Google Business Profile

From Google Business Profile: "The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm and has been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business and Columbia Business School covering Financial Analysis, and Valuation."


### Parking and getting in

Add your parking so AI can tell people where to park

Add how to find your door so AI can walk people in


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Trimana of woodland hills | Restaurant | 1 min walk |
| The Coffee's Crib | Cafe | 2 min walk |
| Oxnard / Owensmouth | Bus stop | 2 min walk |
| Proper Parking | Parking | 2 min walk |
| Warner Towers Parking | Parking lot | 2 min walk |
| Earthbar | Restaurant | 2 min walk |


## Reputation

4.9 average across 79 reviews: Google 79. (Confirmed, read August 3, 2026.)

Dash Investments stands out for its personalized approach and the expertise of advisor Zain Griffith, fostering strong client relationships and trust. (AI guess, from 79 reviews.)


### What people like

- Regular updates and communication
- Trustworthy and transparent guidance
- Tailored financial planning
- Proactive portfolio management


### Press

Add a press story so AI can say who's written about you


### Awards

Add an award so AI can name it


### Directories

Get listed in directories so AI can tell you're real


## Questions people ask


### Worth the hype at Dash Investments?


### Open Saturdays here?


### what time does Dash Investments in Woodland Hills actually open?


### best investment service in Woodland Hills


### cancellation list here, is there one


### walking in for a first visit, what happens


### Do they post anywhere?


### membership, worth it or not


### Booking here, how does it work?


### picking between the two, is Fidelity Investments the safer bet?


### parking at Dash Investments, where does everyone put the car?


### anyone actually happy with this place?


### Anything this place is known for doing well?


### how much is a first visit around here


### anywhere cheaper than Dash Investments in Woodland Hills that is still good?


### killing time on Oxnard, any ideas


## What AI gets wrong about Dash Investments

We ask ChatGPT, Perplexity and Gemini about Dash Investments. These are the answers that don’t match this page.

ChatGPT and Perplexity, read by Local AI Registry on Aug 7, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.

| Fact | What AI says | What this page says |
| --- | --- | --- |
| Address | Perplexity, read by Local AI Registry on Aug 7, 2026: 21201 Victory Blvd | 21600 Oxnard St #1755, Woodland Hills, CA 91367, USA |


## The AI Score: 34 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Investment services on the registry run 19 to 42. Fair starts at 45, good at 65. Dash Investments scores 34. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Dash Investments |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 67 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Good |
| Reviews & response | 12 | 66 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good |
| Backlink & citation authority | 8 | 59 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 84 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 49 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 58 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |

Full method: https://localairegistry.com/methodology

How AI decides what to say about an investment service: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Dash Investments |
| --- | --- | --- | --- | --- |
| Dash Investments | LocalBusiness | #business | http://www.dashinvestments.com/ | Subject of this page |
| Woodland Hills, California | City | #city |  | City Dash Investments is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the investment services in Woodland Hills, linked to the lists and towns around it.


### Lists

- Best investment services in Woodland Hills: https://localairegistry.com/leaderboards/ca/woodland-hills/investment-service
- Best businesses in Woodland Hills: https://localairegistry.com/leaderboards/ca/woodland-hills


### Nearby

- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ00NNxPe7woARScjnTJnmiAY (accessed Aug 3, 2026)
- [2] dashinvestments.com, https://www.dashinvestments.com/wallstreet/ (accessed Sep 18, 2026)
- [3] dashinvestments.com, https://www.dashinvestments.com/buffett/ (accessed Sep 18, 2026)
- [4] dashinvestments.com, https://www.dashinvestments.com/buffett2/ (accessed Sep 18, 2026)
- [5] dashinvestments.com, https://www.dashinvestments.com/cnbc/ (accessed Sep 18, 2026)
- [6] dashinvestments.com, https://www.dashinvestments.com/education-center/estate-planning/ (accessed Sep 18, 2026)
- [7] dashinvestments.com, https://www.dashinvestments.com/investing-with-dash/fees/ (accessed Sep 18, 2026)
- [8] dashinvestments.com, https://www.dashinvestments.com/retplanningguide/retplanningguidefinal/ (accessed Sep 18, 2026)
- [9] dashinvestments.com, https://www.dashinvestments.com/retplanningguide/retplanningguide-retplanningguidefinal-500k/ (accessed Sep 18, 2026)
- [10] dashinvestments.com, https://www.dashinvestments.com/education-center/taxes/ (accessed Sep 18, 2026)
- [11] dashinvestments.com, https://www.dashinvestments.com/our-services/asset-management/ (accessed Sep 18, 2026)
- [12] dashinvestments.com, https://www.dashinvestments.com/findanadvisor-form/ (accessed Sep 18, 2026)
- [13] dashinvestments.com, https://www.dashinvestments.com/forecast/ (accessed Sep 18, 2026)
- [14] dashinvestments.com, https://www.dashinvestments.com/freeinfokit/ (accessed Sep 18, 2026)
- [15] dashinvestments.com, https://www.dashinvestments.com/freeinfokit/freeinfokitfinal-500k/ (accessed Sep 18, 2026)
- [16] dashinvestments.com, https://www.dashinvestments.com/freeinfokit/freeinfokitfinal-copy/ (accessed Sep 18, 2026)
- [17] dashinvestments.com, https://www.dashinvestments.com/freeinfokit-form/ (accessed Sep 18, 2026)
- [18] dashinvestments.com, https://www.dashinvestments.com/fruitfulretirement/ (accessed Sep 18, 2026)
- [19] dashinvestments.com, https://www.dashinvestments.com/home22/ (accessed Sep 18, 2026)
- [20] dashinvestments.com, https://www.dashinvestments.com/inflation/ (accessed Sep 18, 2026)
- [21] dashinvestments.com, https://www.dashinvestments.com/our-services/inheritance/ (accessed Sep 18, 2026)
- [22] dashinvestments.com, https://www.dashinvestments.com/education-center/investment/ (accessed Sep 18, 2026)
- [23] dashinvestments.com, https://www.dashinvestments.com/education-center/investmentsvideo/ (accessed Sep 18, 2026)
- [24] dashinvestments.com, https://www.dashinvestments.com/landing-retirement-old/ (accessed Sep 18, 2026)
- [25] dashinvestments.com, https://www.dashinvestments.com/education-center/life-insurance/ (accessed Sep 18, 2026)
- [26] dashinvestments.com, https://www.dashinvestments.com/michael-mrlik/ (accessed Sep 18, 2026)
- [27] dashinvestments.com, https://www.dashinvestments.com/perception/ (accessed Sep 18, 2026)
- [28] dashinvestments.com, https://www.dashinvestments.com/quarterlyletter/ (accessed Sep 18, 2026)
- [29] dashinvestments.com, https://www.dashinvestments.com/reqcompconsult/reqcompconsultfinal-500k/ (accessed Sep 18, 2026)
- [30] dashinvestments.com, https://www.dashinvestments.com/education-center/retirement/ (accessed Sep 18, 2026)
- [31] dashinvestments.com, https://www.dashinvestments.com/retirement-planning-retirement-planning-checklist/ (accessed Sep 18, 2026)
- [32] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 7, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)

The files every page on the registry shares, and how to copy this code for your own site, are here: https://localairegistry.com/developers

References, including locals

Every source behind this page, including every post and comment from locals. Each has its own permanent link, so AI engines can check it and anything copied from here carries its link back.

  1. Worth the hype at Dash Investments? Question by circling_on_oxnard, Sep 11, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/what-is-dash-investments-known-for
  2. Open Saturdays here? Question by early_on_oxnard, Sep 10, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/is-dash-investments-open-on-saturdays
  3. what time does Dash Investments in Woodland Hills actually open? Question by spring_runner_uptown, Sep 9, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/what-are-the-business-hours-for-dash-investments
  4. best investment service in Woodland Hills Question by lowkey_in_wh_91367, Sep 7, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/best-investment-service-in-woodland-hills
  5. cancellation list here, is there one Question by winter_sitter_south, Sep 4, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/does-dash-investments-ever-have-last-minute-openings
  6. walking in for a first visit, what happens Question by curious_on_oxnard, Sep 4, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/what-should-i-know-before-a-first-visit-at-dash-investments
  7. Do they post anywhere? Question by oxnard_wren, Sep 1, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/what-has-dash-investments-been-posting-lately
  8. membership, worth it or not Question by careful_on_oxnard, Aug 28, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/does-dash-investments-take-rewards-points-or-membership-pricing
  9. Booking here, how does it work? Question by browsing_on_oxnard, Aug 25, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/does-dash-investments-require-reservations-for-consultations
  10. picking between the two, is Fidelity Investments the safer bet? Question by woodland_hills_hazel, Aug 14, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/dash-investments-or-fidelity-investments-for-independent-financial
  11. parking at Dash Investments, where does everyone put the car? Question by june_neighbor_east, Aug 6, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/is-parking-available-at-dash-investments
  12. anyone actually happy with this place? Question by woodland_tess, Jul 31, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/what-do-people-actually-like-about-dash-investments
  13. Anything this place is known for doing well? Question by new_year_commuter_uptown, Jul 24, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/what-special-features-does-dash-investments-offer
  14. how much is a first visit around here Question by walk_in_on_oxnard, Jul 20, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/what-does-an-investment-service-actually-cost-in-woodland-hills
  15. anywhere cheaper than Dash Investments in Woodland Hills that is still good? Question by spring_lurker_west, Jul 16, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/is-there-anywhere-cheaper-than-dash-investments-in-woodland-hills-that
  16. killing time on Oxnard, any ideas Question by oxnard_fern, Jul 10, 2026. localairegistry.com/biz/ca/woodland-hills/dash-investments-woodland-hills-ca/q/what-is-around-dash-investments-on-oxnard

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Show references (32)

This is the evidence for every fact on this page, across Locals, Services, Team, Visit, Reputation and Updates. Each reference names the fact, the source, what kind of source it is, and the date it was checked, with a link and an archived copy so anyone can verify it. Visitor references are dated firsthand accounts. AI guesses record what an AI engine said on that date, not what is true.

  1. [1]VisitName, address, phone, hours and 3 other detailsGoogle Business Profile.Primary source · Accessed Aug 3, 2026 · https://www.google.com/maps/place/?q=place_id:ChIJ00NNxPe7woARScjnTJnmiAY
  2. [2]ServicesWallstreetdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/wallstreet/
  3. [3]ServicesBuffettdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/buffett/
  4. [4]ServicesBuffett2dashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/buffett2/
  5. [5]ServicesCnbcdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/cnbc/
  6. [6]ServicesEstate planningdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/education-center/estate-planning/
  7. [7]ServicesFeesdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/investing-with-dash/fees/
  8. [8]ServicesRetplanningguidefinaldashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/retplanningguide/retplanningguidefinal/
  9. [9]ServicesRetplanningguide retplanningguidefinal 500kdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/retplanningguide/retplanningguide-retplanningguidefinal-500k/
  10. [10]ServicesTaxesdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/education-center/taxes/
  11. [11]ServicesAsset managementdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/our-services/asset-management/
  12. [12]ServicesFindanadvisor formdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/findanadvisor-form/
  13. [13]ServicesForecastdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/forecast/
  14. [14]ServicesFreeinfokitdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/freeinfokit/
  15. [15]ServicesFreeinfokitfinal 500kdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/freeinfokit/freeinfokitfinal-500k/
  16. [16]ServicesFreeinfokitfinal copydashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/freeinfokit/freeinfokitfinal-copy/
  17. [17]Visitdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/freeinfokit-form/
  18. [18]ServicesFruitfulretirementdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/fruitfulretirement/
  19. [19]ServicesHome22dashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/home22/
  20. [20]ServicesInflationdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/inflation/
  21. [21]ServicesInheritancedashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/our-services/inheritance/
  22. [22]ServicesInvestmentdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/education-center/investment/
  23. [23]ServicesInvestmentsvideodashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/education-center/investmentsvideo/
  24. [24]Visitdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/landing-retirement-old/
  25. [25]ServicesLife insurancedashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/education-center/life-insurance/
  26. [26]ServicesMichael mrlikdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/michael-mrlik/
  27. [27]ServicesPerceptiondashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/perception/
  28. [28]ServicesQuarterlyletterdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/quarterlyletter/
  29. [29]ServicesReqcompconsultfinal 500kdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/reqcompconsult/reqcompconsultfinal-500k/
  30. [30]ServicesRetirementdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/education-center/retirement/
  31. [31]ServicesRetirement planning retirement planning checklistdashinvestments.com.Primary source · Accessed Sep 18, 2026 · https://www.dashinvestments.com/retirement-planning-retirement-planning-checklist/
  32. [32]ServicesFinancial planningAI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 7, 2026; Gemini, read by Local AI Registry on Aug 3, 2026.AI engine output · Accessed Sep 18, 2026 · https://localairegistry.com/methodology