# 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)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdyd1f202rzyej11gbgrlzq%2F2.png)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdyd1f202rzyej11gbgrlzq%2F3.png)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdyd1f202rzyej11gbgrlzq%2F4.png)


## 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)