Bill Toner

CFP® AIF®

Plains Coastal

Founder

Bill Toner

CFP® AIF®

Plains Coastal

Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bill Toner, CFP® AIF®

805-855-0292

Fee-Only financial planner located in Montecito, CA, serving clients locally and across the country

Meet Bill Toner

With 10 years of financial advisory experience, I'm confident I can help you with all of your financial questions, plans, and dreams. I am especially proud to be apart of the Fee-Only Network, as well as NAPFA which are all professional organizations for financial advisors who provide advice within a fiduciary and fee-only context. If I can't help you-someone in these professional organizations can and I will be proud to point you in their direction-knowing they have passed rigorous background checks ensuring they operate with the highest standard of care. 

I will always have your back. 

When I'm not helping folks like you get their financial house in order, I'm spending time riding horses, hiking, water skiing, or reading at the beach.

Bill Toner is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Bill Toner is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Bill Toner

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Office Locations:

  • 1482 East Valley Road
    STE 241
    Montecito, CA 93108

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