Best Financial Advisors in Santa Barbara

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Santa Barbara Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 32 24 13

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

  • Certified Financial Planner (CFP)

Pensionmark is a financial advisory firm that caters to investors and employers in the Santa Barbara metro and nearby areas. It provides wealth management, plan optimization, and investment analysis services to help clients achieve financial security. The company also deals with marketing sales, business operations, and RFI or vendor analysis. Its financial advisors also handle retirement planning, helping retirees obtain IRA and 401(k) plans. Pensionmark has been in the industry for more than 30 years.

24 E. Cota Street, Ste. 200
Santa Barbara, CA 93101