Best Financial Advisors in Santa Barbara, CA

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List of Firms

Santa Barbara, CA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 1032 Santa Barbara St, Santa Barbara, CA 93101, USA
Directions
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Merrill Lynch Wealth Management Advisor Marc Gamberdella
5 out of 5
Location 1424 State St, Santa Barbara, CA 93101, USA
Phone (805) 963-6310
Directions
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Bergquist Wang, LLC
Location 1114 State St #300, Santa Barbara, CA 93101, USA
Phone (805) 568-5313
Directions
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Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, USA
Phone (805) 687-0355
Directions
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Edward Jones - Financial Advisor: Nuthira Neal, AAMS™
SEC File# 801-3297
CRD# 250
Location 402 E Carrillo St Suite B, Santa Barbara, CA 93101, USA
Phone (805) 569-9525
Directions
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EVA BARBERI FINANCIAL PLANNING
Location 510 State St #202, Santa Barbara, CA 93101, USA
Phone (805) 455-5954
Directions
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Patrick Flood - UBS Financial Services Inc.
Location 222 E Carrillo St Suite 106, Santa Barbara, CA 93101, USA
Phone (805) 730-3418
Directions
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Edward Jones - Financial Advisor: Dean L Axelrod
SEC File# 801-3297
CRD# 250
Location 402 E Carrillo St b, Santa Barbara, CA 93101, USA
Phone (805) 569-9525
Directions
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Omega Financial Group, LLC
SEC File# 801-77745
CRD# 164147
5 out of 5
Location 812 Anacapa St, Santa Barbara, CA 93101, USA
Phone (805) 617-4363
Time Monday: 7:30 AM – 3:30 PM Tuesday: 7:30 AM – 3:30 PM Wednesday: 7:30 AM – 3:30 PM Thursday: 7:30 AM – 3:30 PM Friday: 7:30 AM – 3:30 PM Saturday: Closed Sunday: Closed
Directions
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Channel Wealth
SEC File# 801-64721
CRD# 133763
Location 3700 State St Suite 240, Santa Barbara, CA 93105, USA
Phone (805) 898-0893
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Mercer Advisors Wealth Management
SEC File# 801-69271
CRD# 147363
5 out of 5
Location 1801 E Cabrillo Blvd, Santa Barbara, CA 93108, USA
Phone (877) 642-5224
Directions
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Edward Jones - Financial Advisor: Josh Kane
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1905 Cliff Dr Suite E, Santa Barbara, CA 93109, USA
Phone (805) 966-9902
Directions
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Merrill Lynch Wealth Management Advisor Donna Ibarra-Weidl
Location 1424 State St, Santa Barbara, CA 93101, USA
Phone (805) 963-6308
Directions
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Ameriprise Financial
Location 1625 State St #4, Santa Barbara, CA 93101, USA
Phone (805) 687-6185
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Brenner Wealth Management Group
Location 1424 State St, Santa Barbara, CA 93101, USA
Phone (805) 963-6363
Directions
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Merrill Lynch Wealth Management Advisor Eric Kulberg
Location 1424 State St, Santa Barbara, CA 93101, USA
Phone (805) 963-6318
Directions
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Brenner Wealth Management Group - UBS Financial Services Inc.
Location 222 E Carrillo St Suite 106, Santa Barbara, CA 93101, USA
Phone (805) 730-3449
Directions
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Matt Rowe - Raymond James
Location 1216 State St Ste 500, Santa Barbara, CA 93101, USA
Phone (805) 730-3363
Directions
Financial Advisors in Santa Barbara, CA

Where Certified Financial Advisors in Santa Barbara, CA Serve

Santa Barbara, CA is a picturesque coastal city located in southern California. It is home to many landmarks, including the Santa Barbara Mission, a historic Spanish mission that dates back to the 1700s, and the Santa Barbara County Courthouse, a stunning Spanish Colonial Revival-style building with a panoramic view of the city. The top employers in Santa Barbara include the University of California, Santa Barbara, Cottage Health System, and Raytheon. These companies provide a diverse range of job opportunities for the community. Major highways and streets in Santa Barbara include the 101 freeway, which runs north-south through the city, and State Street, a bustling thoroughfare that is home to many shops, restaurants, and businesses. Santa Barbara is divided into several distinct neighborhoods, each with its own unique character. The Funk Zone is a trendy arts district that is home to many galleries and wine tasting rooms, while Montecito is a wealthy enclave known for its luxurious homes and beautiful beaches.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Santa Barbara, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services, such as checking and savings accounts, loans, and credit cards. Many residents also take advantage of online banking services, which allow them to manage their finances from the comfort of their own homes. Additionally, Santa Barbara is known for its thriving tourism industry, and many banks in the area offer specialized services for tourists, such as foreign currency exchange and travel insurance. Overall, banks in Santa Barbara are committed to providing residents with convenient and personalized banking solutions to meet their unique needs.

Insurance Broker

Residents of Santa Barbara, CA can greatly benefit from the services of an insurance broker. With the city's proximity to the ocean, many residents may be in need of flood insurance or additional coverage for their beachfront properties. Additionally, the frequent wildfires in the surrounding areas make homeowners and renters insurance a necessity. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their unique needs and budget. They can also assist with claims and ensure that residents receive the compensation they deserve in the event of a disaster. Overall, an insurance broker is an invaluable resource for Santa Barbara residents looking to protect their homes and belongings from the unpredictable nature of the California coast.

Retirement Planning

Residents of Santa Barbara, CA could benefit greatly from the services of a retirement planner. With the high cost of living in the area, many individuals may struggle to save enough for retirement while also covering their current expenses. A retirement planner could help these residents develop a personalized savings plan that takes into account their unique financial situation and goals. Additionally, with the area's large population of retirees, a retirement planner could provide guidance on navigating the various retirement options available, such as Social Security and Medicare. Overall, a retirement planner could provide invaluable assistance to Santa Barbara residents in securing their financial future during their golden years.

Wealth Management

Residents of Santa Barbara, CA can benefit greatly from the services of a wealth manager. With its high cost of living and expensive real estate market, many individuals in Santa Barbara may struggle with managing their finances. A wealth manager can provide guidance on budgeting, retirement planning, and investment strategies tailored to the unique needs of Santa Barbara residents. Additionally, with the city's proximity to Silicon Valley and its thriving tech industry, a wealth manager can help individuals navigate stock options and equity compensation plans. Overall, a wealth manager can provide valuable support and expertise to help Santa Barbara residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Santa Barbara, CA would greatly benefit from the assistance of a mortgage loan officer when it comes to buying a home in this beautiful coastal city. With high home prices and a competitive real estate market, a mortgage loan officer can help guide residents through the process of securing a loan that fits their unique financial situation. Additionally, Santa Barbara is known for its unique architecture and historic homes, which can present additional challenges when it comes to securing a mortgage loan. A knowledgeable loan officer can help navigate these challenges and ensure that residents are able to secure the financing they need to purchase their dream home in this picturesque city.

Tax Services

Residents of Santa Barbara, CA can benefit from the expertise of a tax advisor in a variety of ways. One common area where a tax advisor can provide assistance is in navigating the complex tax laws and regulations that apply to the state of California. In addition, a tax advisor can help residents of Santa Barbara to identify tax deductions and credits that they may be eligible for, which can help to reduce their overall tax burden. Another important area where a tax advisor can provide assistance is in helping residents to plan for their financial future, including retirement planning and estate planning. With its high cost of living and unique tax structure, Santa Barbara presents a number of challenges for residents looking to manage their finances effectively, and a tax advisor can provide valuable guidance and support in navigating these challenges.

Estate Planning Lawyer

Residents of Santa Barbara, CA can benefit greatly from the services of an estate planning lawyer. With its high property values and affluent population, estate planning is especially important in Santa Barbara. An estate planning lawyer can help residents create a comprehensive plan for the distribution of their assets and property after they pass away. This can include creating a will, establishing trusts, and minimizing taxes and probate fees. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, ensuring that individuals have a plan in place in case of incapacity. Overall, an estate planning lawyer can provide peace of mind and security for Santa Barbara residents and their families.

Santa Barbara, CA Financial Resources

Santa Barbara, CA Chamber of Commerce

https://sbscchamber.com/

Santa Barbara, CA City Hall

https://santabarbaraca.gov/

Santa Barbara, CA Public Library

https://library.santabarbaraca.gov/

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