What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Santa Barbara, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Santa Barbara, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jonathan Heagle
CFP®, CFA®
Mountain Vista Wealth Management
Santa Barbara, CA
Specialties: Retirement Planning, Real Estate Investing, Investment Management, Tax Planning
Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country
Gary Cook
CFP®
Gary Cook Financial Planning
Santa Barbara, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country
Jean-Luc Bourdon
CPA, PFS, GFP
Lucent Wealth Planning, LLC
Santa Barbara, CA
Specialties: Ultra-Customized Financial Planning, Clarifying & Optimizing Complexity, Life Transitions, Legacy Planning, Tax Planning, Cross-Border Planning, Investment Management
Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country
Todd Wilson
Portola Creek Capital
Santa Barbara, CA
Specialties: Comprehensive Financial Planning, Portfolio Management, Sustainable Investments, Tax Planning, Trust & Estate Planning, Small Business Services
Fee-Only financial planner located in San Francisco and Santa Barbara, CA, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
