Financial risk management in Santa Barbara, CA
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Delightful Financial Services
● OpenDelightful Financial Services is a leading finance institution located at 494 UCEN Road, within the University of California-Santa Barbara in California, United States. With a reputation for excellence and expertise in financial services, our team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are a student, faculty member, or local resident, we offer a wide range of financial services including budgeting, investment planning, and retirement strategies. Visit us today to experience the delight of expert financial guidance and support.
494 UCEN Rd, University of California-Santa Barbara, CA 93117, United States -
Merrill Lynch Financial Advisor Lisa M Daniel
● ClosedMerrill Lynch Financial Advisor Lisa M Daniel is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Lisa can assist in creating a flexible strategy tailored to your specific goals, while providing access to Merrill's investment insights and Bank of America's banking and lending solutions. She is dedicated to building strong client relationships based on trust and personalized service, with a focus on community involvement through volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and documented. By utilizing the Investment Personality Assessment, Lisa can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your priorities. As your life and goals evolve, Lisa will work with you to update your financial strategy accordingly. With a focus on understanding what matters most to you, Lisa's mission is to help you design and implement a personalized plan to pursue financial goals while managing investment risk. By staying engaged and discussing changes in your life and financial approach, Lisa aims to help you achieve what's important to you. With a commitment to putting you first, Lisa offers personalized investment strategies and access to comprehensive financial solutions to address your needs and goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Lisa is dedicated to helping you achieve your financial goals.
1424 State St, Santa Barbara, CA 93101, United States -
Bourke Wealth Management Certified Financial Planner
● ClosedBourke Wealth Management Certified Financial Planner is a finance institution located at 222 East Canon Perdido Street in Santa Barbara, California, United States. The institution is dedicated to helping clients manage their investments and financial planning needs. The founder, Kevin Bourke, has received praise for his book "Make Your Money Last a Lifetime" from renowned author Jack Canfield, co-author of the Chicken Soup for the Soul series.
222 E Canon Perdido St Suite 305, Santa Barbara, CA 93101, United States -
Brenner Wealth Management Group
● ClosedBrenner Wealth Management Group, located at 1424 State Street in Santa Barbara, California, is a bank and finance institution. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, the institution is dedicated to helping clients achieve their desired lifestyles. They offer a broad range of brokerage, investment advisory, and other services, but always remind clients that investing involves risk and there is potential for loss. It is important to consult legal and tax advisors before making financial decisions. The institution does not provide legal, tax, or accounting advice. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and Member SIPC. They offer investment, insurance, and annuity products through affiliated companies of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. The institution strives to provide clients with information about products and services that may be beneficial, using relationship-based ads and online behavioral advertising to do so. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. They offer lending, derivatives, and other commercial banking activities globally, with securities, strategic advisory, and other investment banking activities performed by investment banking affiliates. Overall, Brenner Wealth Management Group is dedicated to helping clients achieve their financial goals and navigate the complexities of investing.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor E. Scott Wasmuth
● ClosedMerrill Lynch Financial Advisor E. Scott Wasmuth is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Specializing in personalized wealth management strategies, E. Scott Wasmuth can help create a flexible strategy tailored to your goals in today's changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, you can trust E. Scott Wasmuth to help you pursue your financial goals. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan focused on your goals. With a team of experienced individuals committed to building strong client relationships, you can rely on E. Scott Wasmuth for trusted and personalized service. As a Registered Senior Wealth Management Client Associate, E. Scott Wasmuth focuses on what matters most to you - family, goals, and priorities - to develop a plan that evolves with your changing needs. By understanding your goals and priorities, E. Scott Wasmuth can design and implement a personalized plan to help you manage investment risk and pursue financial goals. Communication is key to managing life's challenges, which is why E. Scott Wasmuth works to engage you and your family in the financial decision-making process. With a focus on potential solutions to turn goals into reality, E. Scott Wasmuth is dedicated to helping you achieve your financial aspirations. By utilizing the Investment Personality Assessment, E. Scott Wasmuth can gain a deeper understanding of your investing preferences and customize a financial approach to help you pursue what matters most to you. With a commitment to helping you achieve your goals, E. Scott Wasmuth offers a breadth of potential solutions, premier customer service, and financial tools based on your unique circumstances. Whether you are planning for retirement or looking to provide financial wellness solutions for your employees, E. Scott Wasmuth can help you prioritize your financial goals and provide tailored strategies. With a focus on helping your employees pursue their financial goals, E. Scott Wasmuth offers a holistic approach to financial wellness, personalized plan advice, and comprehensive employee education programs. As your life and goals change over time, E. Scott Wasmuth will work with you to update your financial approach to reflect these changes. By getting to know you personally and understanding what matters most to you, E. Scott Wasmuth can help you create a financial approach that reflects your personality and life priorities. Let E. Scott Wasmuth help you achieve your financial goals with a customized investment approach tailored to your needs. With a dedicated one-on-one relationship, E. Scott Wasmuth is committed to putting you first every day.
1424 State St, Santa Barbara, CA 93101, United States -
Athens Capital Management LLC
● ClosedAthens Capital Management LLC is a finance institution located at 812 Presidio Avenue in Santa Barbara, California, United States. Our goal is to help investors stay rich, rather than taking unnecessary risks to get rich. Our managing partner has cultivated extensive relationships and a wide network within the alternative assets industry, providing our investors with access to exclusive off-market opportunities and closed funds. Our investment strategy focuses on low correlation, offering a balance of upside potential, downside protection, and diversification to achieve our steady return objective.
812 Presidio Ave, Santa Barbara, CA 93102, United States -
Freestone Capital Management
● ClosedFreestone Capital Management is a finance institution located at 205 East Carrillo Street in Santa Barbara, California, United States. Specializing in investment management services, Freestone Capital Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and tailored investment strategies to clients seeking to grow and protect their wealth. Whether you are looking to build a diversified portfolio, plan for retirement, or manage your assets, Freestone Capital Management is dedicated to helping you navigate the complexities of the financial markets and make informed decisions for your future.
205 E Carrillo St suite 217, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor John R Pate
● ClosedMerrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, we support the communities where we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources. Our culture provides professional training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and other services. We are a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Merrill Lynch Financial Advisor Eric Kulberg
● ClosedMerrill Lynch Financial Advisor Eric Kulberg, located at 1424 State Street in Santa Barbara, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Eric can help you create a flexible strategy to navigate changing market conditions. As a member of the community, Eric is dedicated to volunteering and giving back. Through Merrill Personal Wealth Analysis™, Eric can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, he can customize a financial approach to help you pursue what matters most to you. With a focus on building long-term relationships, Eric will regularly review and adjust your financial plan to reflect changes in your life and the market.
1424 State St, Santa Barbara, CA 93101, United States -
Sycamore Wealth Management - UBS Financial Services Inc.
● OpenSycamore Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. As a part of the UBS Financial Services network, Sycamore Wealth Management offers comprehensive wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Sycamore Wealth Management is dedicated to providing top-notch financial solutions tailored to your unique needs.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
Spach & Associates - Ameriprise Financial Services, LLC
● ClosedSpach & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 136 West Canon Perdido Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help guide you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor Brian Michael Tisdale
● ClosedMerrill Lynch Financial Advisor Brian Michael Tisdale, located at 1424 State Street, Santa Barbara, California, offers insights, observations, and personalized financial strategies to help clients achieve their goals. With a Bachelor's degree in Criminal Justice Administration, Brian has been assisting clients since 2007 in managing their wealth and creating tailored plans centered on their individual needs. His comprehensive approach involves understanding each client's financial situation, family dynamics, and priorities to ensure that every solution is aligned with their goals. Backed by the global resources of Merrill, Brian and his team are dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis® is used to develop and document personalized plans that focus on what clients want to achieve. The team at Merrill Lynch Wealth Management prioritizes the client's family, goals, and priorities, adapting their approach as needs or market conditions change. By understanding each client's unique circumstances and investment preferences, Brian can provide customized financial strategies to help clients pursue their most important goals.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor James Landeros
● ClosedMerrill Lynch Financial Advisor James Landeros is a finance institution located at 1424 State Street, Santa Barbara, California, United States. James Landeros has extensive experience in helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They work closely with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans tailored to individual goals. The institution focuses on understanding the client's priorities, family, and goals, adapting to changes over time. They believe in a personalized approach to financial planning, aiming to help clients pursue their aspirations while managing investment risk.
1424 State St, Santa Barbara, CA 93101, United States -
Shalhoub Financial
● OpenShalhoub Financial is a reputable finance institution located at 831 State Street in Santa Barbara, California, United States. With a track record of excellence in financial services, Shalhoub Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and debt management, the experienced professionals at Shalhoub Financial are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
831 State St #200, Santa Barbara, CA 93101, United States -
Cresset Family Office | Santa Barbara
● ClosedCresset Family Office in Santa Barbara, California, is a finance institution that is reinventing family office and private wealth management. Recognized by Barron's for their innovative approach, Cresset offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As a True Fiduciary®, Cresset always puts their clients' interests first. They provide access to institutional-quality private investments and adhere to strict SEC regulations. With no hidden costs or fees, Cresset is committed to providing transparent and personalized financial services. Partnering with Cresset means experiencing wealth management in a whole new way.
120 E De La Guerra St Suite 1, Santa Barbara, CA 93101, United States -
Balance Financial Management
● ClosedBalance Financial Management is a financial institution located at 3 West Carrillo Street in Santa Barbara, California, United States. Specializing in accounting and finance, Balance works with top organizational leaders to create essential business structures that help companies scale and grow. With over a decade of experience, our team of dedicated professionals offers customized financial solutions focused on accuracy, transparency, and long-term sustainability. From CFO functions to accounting services, we seamlessly integrate into organizations to provide support in various financial areas. We collaborate with your organization’s leadership to quickly identify opportunities, mitigate risks, and implement structural solutions that enhance financial efficiency and effectiveness. By providing timely and accurate financial data, we empower confident decision-making to achieve your growth objectives. Whether it’s HR, payroll, cash flow management, forecasting, or financial reporting, Balance offers proven financial expertise tailored to your specific needs.
3 W Carrillo St, Santa Barbara, CA 93101, United States -
David Wong - State Farm Insurance Agent
● ClosedDavid Wong - State Farm Insurance Agent is a reputable insurance agency located at 267 Miller Avenue, Mill Valley, California. With a strong background in business from the University of California at Santa Barbara, David Wong has been associated with State Farm since 1990. As a Board Member of the Marin Chinese Cultural Association and the Asian American Alliance of Marin, David Wong is dedicated to serving the community. At David Wong - State Farm Insurance Agent, customers can save by combining Auto, Life, and Health insurance policies. The agency offers a variety of insurance and financial services to meet the needs of their clients. Whether you need assistance with retirement planning or protecting your assets, the knowledgeable team at David Wong - State Farm Insurance Agent is here to help.
267 Miller Ave, Mill Valley, CA 94941, United States -
Chris Buich - State Farm Insurance Agent
● ClosedChris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.
559 E Alisal St Ste 102, Salinas, CA 93905, United States -
First Republic Bank
● ClosedFirst Republic Bank, located at 1200 State Street in Santa Barbara, California, is a full-service financial institution offering a range of banking and ATM services. With a focus on customized solutions and exceptional service, First Republic Bank is committed to meeting the unique needs of each client. Deposit products and related services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind for customers. Additionally, J.P. Morgan Wealth Management offers investment products and services through registered broker-dealer JPMS, providing expert guidance on navigating market risks. Trust and fiduciary services are also available through affiliated trust companies, offering comprehensive financial solutions. With a dedication to customer satisfaction and a focus on responsiveness, First Republic Bank is a trusted partner for all your financial needs.
1200 State St, Santa Barbara, CA 93101, United States -
Ed Attlesey - State Farm Insurance Agent
● ClosedEd Attlesey - State Farm Insurance Agent is an insurance agency located at 25 Carlo Drive in Goleta, California. Situated across the street from Gold's Gym on the corner of Calle Real and Carlo, our team of licensed professionals is dedicated to providing remarkable service to our customers. With a combined 29 years of experience, we are here to assist you with all of your insurance needs. Our office manager, Krista, has been a part of our team since 1999 and is a licensed Notary Public in addition to being licensed in Property and Casualty, and Life and Health insurance. Krista, a Goleta native, is committed to helping you with a smile and ensuring that your insurance needs are met.
25 Carlo Dr Ste D, Goleta, CA 93117, United States -
Ryan Associates
● ClosedRyan Associates is a leading health institution located at 226 East Canon Perdido Street in Santa Barbara, California, United States. Our team of dedicated professionals is committed to providing high-quality healthcare services to our patients. With a focus on personalized care and cutting-edge medical treatments, Ryan Associates strives to improve the health and well-being of all individuals in our community. Visit us today to experience the difference that compassionate and comprehensive healthcare can make in your life.
226 E Canon Perdido St UNIT M, Santa Barbara, CA 93101, United States -
Balanced Wealth Planning, Inc.
● ClosedBalanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Planning, Inc. to help you create a balanced and secure financial future.
55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, United States -
Painted Porch Advisors
● ClosedPainted Porch Advisors, located at 115 South La Cumbre Lane in Santa Barbara, California, is a finance institution with a unique approach to wealth management. Unlike traditional firms that focus on sales and unrealistic promises, Painted Porch Advisors prioritizes self-discovery and helping clients live their best lives. With a deep understanding of asset management and financial stewardship, the team at Painted Porch Advisors offers free up-front planning, problem-solving, and consultation without any sales pitches or pressure. They provide comprehensive analysis and review of clients' financial situations and life goals, helping them unlock their full potential as humans. With extensive experience in financial markets, Painted Porch Advisors offers critical thinking around risk and return, integrated with clients' goals and financial plans. They are invested for the long-term and also offer a curated alternative investment platform for qualified investors with accessible minimum investment levels and a highly aligned fee structure. At Painted Porch Advisors, clients can expect genuine help and support in structuring their financial lives for abundance and success.
115 S La Cumbre Ln Suite 201, Santa Barbara, CA 93105, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
1165 Coast Village Rd Suite L, Montecito, CA 93108, United States -
The Stonecutter Group - Morgan Stanley
● OpenThe Stonecutter Group - Morgan Stanley is a prestigious finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a reputation for excellence and expertise in financial services, The Stonecutter Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Stonecutter Group - Morgan Stanley is committed to helping you succeed.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Joseph P Kennedy & Associates
● OpenJoseph P Kennedy & Associates is a reputable accounting and finance institution located at 1805 East Cabrillo Boulevard in Santa Barbara, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Joseph P Kennedy & Associates is dedicated to providing top-notch service and personalized solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients achieve their financial goals and secure their financial future.
1805 E Cabrillo Blvd Suite F, Santa Barbara, CA 93108, United States -
H.W. Holmes Inc.
● OpenWelcome to H.W. Holmes, Inc., your premier choice for commercial construction services in Southern California. Conveniently located at 406 Constitution Avenue, Camarillo, California, we serve the dynamic regions of Los Angeles, Ventura, and Santa Barbara. As a leading general contractor, we specialize in Office Tenant Improvement, Retail and Restaurant Construction, and Commercial Remodeling/Build-Outs. At H.W. Holmes, Inc., we pride ourselves on our commitment to quality, timeliness, and budget-consciousness, ensuring that your project is completed to the highest standards. Our team collaborates closely with tenants, property owners, managers, restaurant and retail chains, architects, developers, and designers to bring your vision to life. We are renowned for our personalized approach and strong relationship-building, setting us apart from other contractors in the region.
406 Constitution Avenue, Camarillo, California 93012, United States
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