Best Financial Advisors in Santa Barbara

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.