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Top Rated Financial Advisors in Santa-Barbara, California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Santa-Barbara, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Santa-Barbara, California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Santa-Barbara, California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Bryan Foronjy

Foronjy Financial
CFP®
Bryan Foronjy, a financial fiduciary, provides financial services to clients in the Santa Barbara, California area. Bryan holds a CFP® certification. Bryan has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $250000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
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    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial

BASIC INFORMATION NEEDED FOR THE INQUIRY

Kipley Lytel

Montecito Capital Management
CFA®
Kipley Lytel, a financial fiduciary, provides financial services to clients in the Santa Barbara, California area. Kipley holds a CFA® certification. Kipley has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
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    Name(s) of Custodian(s):
    Charles Schwab Institutional (low fees, safe custody, transparency, dedicated service team)

BASIC INFORMATION NEEDED FOR THE INQUIRY

Dash Investments

CFP®, ChFC®
Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2011 and provides financial services to clients in the Woodland Hills, California area.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

The AdvisoryOne Group

The AdvisoryOne Group, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Pismo Beach, California area.

Additional Information:

Years of Experience:
6 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee

    Asset Requirement: $10,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY