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Best Financial Advisors in Santa Barbara

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Santa Barbara, CASanta Barbara, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Santa Barbara, CASanta Barbara, CA

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

100 E. De La Guerra St., Santa Barbara, CA 93101
Santa Barbara, CA 93101
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Wealth Management

Arlington Financial Advisors offers personalized advice on a variety of financial matters in Santa Barbara. It supports individuals in their retirement planning and asset purchase decisions. The company's advisors develop structured programs regarding investments, taxes, estate plans, and net worth plans. When conducting net worth planning, they consider their clients' major life changes and real estate exposure. They also educate them about investment risks and guide them in finding solutions, such as portfolio diversification. Managing partner Joseph R. Weiland is a Certified Financial Planner.

100 E. De La Guerra St., Santa Barbara, CA 93101
Santa Barbara, CA 93101

Website(805) 699-7300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

10 East Figueroa Suite 201, Santa Barbara, CA 93101
Santa Barbara, CA 93101
  • Finance Planning

California Wealth Advisors is a financial planning firm that serves the Santa Barbara metro. Its team of independent advisors works with estate planning attorneys and accountants in the process of developing retirement, education, and estate plans for clients. With access to funds, individual equities, insurance plans, and alternative investments from various companies, they are able to create investment portfolios that match clients' needs and goals. The company was founded by Kelley Slaught, a longtime Santa Barbara resident, whose financial services career began in 1982.

10 East Figueroa Suite 201, Santa Barbara, CA 93101
Santa Barbara, CA 93101

Website(805) 941-0444

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

3700 State St, Suite 240, Santa Barbara, CA 93105
Santa Barbara, CA 93105
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Finance Planning

Channel Wealth provides financial planning and wealth management services to clients in Santa Barbara and nearby locations. Through a wide range of financial methods suited to individual requirements and aspirations, the business assists individuals and families in making educated decisions about their future. It offers comprehensive financial planning, risk management, business succession planning, and transitional wealth management. Partner and wealth advisor Justin Anderson is a Certified Financial Planner who actively participates in the Financial Planning Association.

3700 State St, Suite 240, Santa Barbara, CA 93105
Santa Barbara, CA 93105

Website(805) 898-0893

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

401 Chapala Street Suite 105, Santa Barbara, CA 93101
Santa Barbara, CA 93101
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Foronjy Financial provides its services to clients within Santa Barbara. Its advisors design the appropriate portfolio that aligns with a client's goals and help mitigate possible crises for their long-term investment strategies. It also advises clients on ways to handle their 401(k) to determine if they are in the proper position for retirement. Principal wealth manager Bryan Foronjy is a Certified Financial Planner. He worked as a senior account executive for 10 years at Fidelity Investments before founding the company.

401 Chapala Street Suite 105, Santa Barbara, CA 93101
Santa Barbara, CA 93101

Website(805) 880-9444

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1111 Chapala St 3rd Floor, Santa Barbara, CA 93101
Santa Barbara, CA 93101
Instagram
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Wealth Management

Mission Wealth offers fiduciary advice and services in Santa Barbara to help clients with a variety of financial concerns. The company caters to the needs of retirees, professionals, business owners, and independent women. Its advisors assist in financial planning, estate planning, investment management, risk management, and tax reduction. Brian Sottak, a partner and managing director at the firm, holds a Chartered Alternative Investment Analyst designation. He has also received a Top 40 Under 40 2019 award from the Pacific Coast Business Times.

1111 Chapala St 3rd Floor, Santa Barbara, CA 93101
Santa Barbara, CA 93101

InstagramWebsite(805) 882-2360

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

222 E. Carrillo Street, Suite 208, Santa Barbara, CA 93101
Santa Barbara, CA 93101
  • Certified Financial Planner (CFP)
  • Finance Planning

Monarch Wealth Strategies is a financial advisory firm that has been assisting Santa Barbara clients in designing and protecting their legacies since 2008. It seeks to maximize their financial success by paying personal attention to them and developing tailored wealth plans, such as financial planning and investment management. Aaron J. Clark, the firm's founder, has been in the financial advisory industry for nearly two decades. He is a Certified Financial Planner and has a Master's degree in Personal Financial Planning.

222 E. Carrillo Street, Suite 208, Santa Barbara, CA 93101
Santa Barbara, CA 93101

Website(805) 564-0800

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

225 East Carrillo Street, Suite 203, Santa Barbara, CA 93101
Santa Barbara, CA 93101
  • Retirement Planning
  • Financial Planning

Montecito Capital Management is a fiduciary advisory firm serving individuals and families in Santa Barbara and the neighboring communities. It offers wealth management, financial investment, and retirement advisory services. The company assists clients with income protection, insurance, debt management, and business, estate, and education planning to help them secure their financial future. Founder Kipley J. Lytel has earned the CFA designation and has been featured in several publications like The Wall Street Journal, Forbes, Barron's, and Bloomberg Wealth Magazine.

225 East Carrillo Street, Suite 203, Santa Barbara, CA 93101
Santa Barbara, CA 93101

Website(805) 965-7955

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

21 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

115 S. La Cumbre Lane, Suite 201, Santa Barbara, CA 93105
Santa Barbara, CA 93105
  • Certified Financial Planner (CFP)

Painted Porch is a financial advisory firm that serves Santa Barbara. Its scope of services ranges from helping clients plan for life changes to assisting individuals in implementing data-driven investment strategies that help promote wealth growth. It also offers a curated investment platform to qualified investors. CEO Brian Lloyd has over a decade of industry experience, having served as managing partner of West Coast Financial and growing that company to the point that it has five locations and over 600 clients.

115 S. La Cumbre Lane, Suite 201, Santa Barbara, CA 93105
Santa Barbara, CA 93105

Website(805) 567-4288

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Website(888) 736-4015

Show Number
206 East Anapamu Street, Santa Barbara, CA 93101
Santa Barbara, CA 93101
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Syd Walker, CFP, AIF is a financial advisor, who serves individuals, families, and nonprofit organizations in and around Santa Barbara. He offers wealth advisory and investment management assistance, which involves sustaining discipline during market volatility and accessing institutional investments. He also works with clients' legal and tax professionals in the process of developing financial strategies in the event of divorce, job loss, and hospitalization. Walker, who is a Chartered Financial Consultant, has been working in the industry since 1997.

206 East Anapamu Street, Santa Barbara, CA 93101
Santa Barbara, CA 93101

Website(805) 957-1844

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

656 Aurora Ave, Santa Barbara, CA 93109
Santa Barbara, CA 93109
  • Investment Management
  • Financial Planning

The Ameriflex Group is a financial advisory firm that serves clients in Santa Barbara. Its financial advisors provide investment management and wealth planning services to families and individuals in a variety of life situations, including retirement, career transition, business liquidation, sale of real estate, and change in marital status. The company's wealth manager, Samantha Sennett, is a Certified Financial Planner with over 22 years of experience in the areas of financial planning, estate planning, and employee benefits.

656 Aurora Ave, Santa Barbara, CA 93109
Santa Barbara, CA 93109

Website(805) 957-9643

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1435 Anacapa Street, Santa Barbara, CA
Santa Barbara, CA
  • Financial Planning

West Coast Financial provides assistance with the different aspects of financial planning. It guides clients in the core areas of investment, tax, retirement, and estate planning, as well as risk management. The firm's advisors take care of their clients' stocks, bonds, and mutual funds, managing alternative investments like private equity, venture capital, and commercial real estate. Joe Ferreira is part of the executive team. He is a Certified Financial Planner and a Certified Private Wealth Advisor. Ferreira and his team cater to Santa Barbara residents.

1435 Anacapa Street, Santa Barbara, CA
Santa Barbara, CA

Website(805) 962-9131

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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