Aaron Ritter, CFP
4961 La Gama Way, Santa Barbara, CA 93111
Location & Phone number
4961 La Gama Way, Santa Barbara, CA 93111, United States
About the Business
Aaron Ritter, CFP is an independent fee-only wealth management firm located at 4961 La Gama Way, Santa Barbara, California, United States. Our focus is on providing peace of mind and simplicity in helping people achieve their financial goals. We believe in providing financial context that creates peace of mind for our clients, helping them make informed decisions and reduce stress.
At Aaron Ritter, CFP, we understand that even financially successful individuals can experience financial stress and make counterproductive decisions without a clear understanding of their overall financial situation. We aim to simplify our clients' finances by reducing "financial clutter" and aligning their wealth with their goals.
We take a boutique approach to our services, limiting the number of families we serve in order to provide personalized, concierge-level service and build enduring relationships with each client. We consider our clients as partners and friends, and take pride in being a trusted advisor in their financial journey.
If you are looking for a financial advisory firm with a deep focus on client relationships and personalized service, Aaron Ritter, CFP is the right place for you. We believe in the process of letting go to receive abundance, and we are dedicated to helping our clients achieve their financial goals with peace of mind.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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