Elizabeth  Saghi

Elizabeth Saghi

| CFP®

InAlliance Financial Planning

805-967-0161

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Fee-Only Financial Planner serving the Santa Barbara, CA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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PO Box 2305
Santa Barbara, CA 93120

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Elizabeth Saghi is a Santa Barbara, CA Fee-Only Financial Planner serving Santa Barbara and all surrounding areas. InAlliance Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Elizabeth Saghi is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

I am a Certified Financial Planner (CFP®) and the founder and President of InAlliance Financial Planning, a fee-only financial planning firm based in Santa Barbara, CA. My mission is to help my clients take full ownership of the direction of their lives. I am especially passionate about empowering women and their families through financial literacy and independence.

I have over 25 years of experience in the financial services industry, working in New York, London and San Francisco as a financial advisor for major investment banks including Morgan Stanley, Merrill Lynch, Banque Paribas and Credit Suisse. Prior to founding InAlliance Financial Planning in 2014, I was the Marketing Manager for Santa Barbara Bank & Trust's Wealth Management and Trust division. I hold a BS from Boston University, and a Certificate in Financial Planning from the College of Financial Planning in Denver.

As a CFP, I am considered a fiduciary and therefore must always act in the best interest of my clients; specifically, I must put my clients' interests ahead of my own.

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InAlliance is an independent, fee-only financial planning firm providing services to both individuals and small businesses. Together we'll set realistic goals and build the roadmap to get you there with a simple, workable plan. We're designed as a small-scale practice so that we can give you the time you need to fully understand and accept where you are, what you'd like to do and how you'll get there.

Financial planning is an on-going process as unexpected changes in our lives can disrupt existing plans or change goals. We're here to help you navigate through those changes. We work in alliance with your other professionals, including attorneys, bankers, brokers and accountants, so you know you have a strong team behind you. Think of us as the quarterback on that team—we'll make sure the strategy you choose is the right one for you and your family.

If you are searching for affordable financial guidance that is completely objective and relative to your particular needs, then contact us for a complimentary, initial consultation.

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