TOP 30 Best Goal based investing in Santa Barbara, California

Harmony Investment Management, LLC is a reputable finance institution located at 1187 Coast Village Road in Santa Barbara, California, United States. With a focus on providing expert financial services and solutions, Harmony Investment Management, LLC is dedicated to helping clients achieve their investment goals and secure their financial future. Their team of experienced professionals offers personalized guidance and strategic advice to help clients navigate the complexities of the financial market. Trust Harmony Investment Management, LLC to manage your investments with skill and integrity.

Cresset 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.

Balanced 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.

Edward Jones - Financial Advisor: Josh Kane, AAMS™ is a trusted financial institution located at 1905 Cliff Drive in Santa Barbara, California, United States. Specializing in personalized financial planning and investment strategies, Josh Kane, AAMS™ offers expert guidance and support to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Josh Kane, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Marc Gamberdella, located at 1424 State Street in Santa Barbara, California, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Marc, along with his team, focuses on understanding your goals and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for retirement. With expertise in financial and estate planning, the team at Merrill Lynch Wealth Management can help you manage, grow, and preserve your wealth for the future. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're preparing for major life events or simply looking to stay on track with your financial goals, Marc Gamberdella and his team are committed to helping you achieve what matters most to you. Please note that Marc does not provide legal or tax advice, and it is recommended to consult with your own legal and tax advisors before making any financial decisions.

Welcome to Domonique Rodriguez REALTOR, your trusted partner in navigating the real estate market. Located at 79 East Daily Drive, Camarillo, California, Domonique Rodriguez is a distinguished real estate agency led by a top-producing, third-generation REALTOR with nearly 20 years of experience. Renowned for her impeccable work ethic and stellar customer reviews, Domonique is one of the highest-ranked REALTORS on Yelp. Our full-service agency is dedicated to delivering the highest quality of service to every client, ensuring a seamless and rewarding real estate experience. As a certified Staging Specialist since 2006, Domonique offers exclusive design and staging services to her sellers, with a focus on maximizing profits. Ask about our unique option to pay for improvements and staging from your closing proceeds, reducing your initial out-of-pocket expenses while selling your home for the maximum price possible.

Merrill 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.

Merrill Lynch Financial Advisor Matthew T. Yonally, located at 1424 State Street in Santa Barbara, California, offers a comprehensive approach to managing wealth. The team is dedicated to understanding your values and helping you achieve your life goals and plan your legacy. With access to the investment insights of Merrill and the banking convenience of Bank of America, they can address various aspects of your financial life. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. By getting to know you personally, they can create a financial approach that reflects your personality and helps you achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Matthew T. Yonally is there to help you every step of the way.

Brenner 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.

Saige Private Wealth is a finance institution located at 21 East Carrillo Street in Santa Barbara, California, United States. As an independent wealth management firm, we are dedicated to helping successful individuals and their families achieve their life goals by wisely applying the benefits of their wealth. Led by Antonia LaRocca, who was named to the Forbes Best-In-State Women Advisors 2022 list for California, our team is committed to knowing our clients thoroughly and understanding their backgrounds, families, circumstances, and goals. We offer objective advice, thoughtful solutions, and enhanced goals-based planning to develop a holistic approach for our clients' financial well-being. Our services include investment strategy, tax planning, and future generational considerations to prepare for life's anticipated and unanticipated events. With over twenty-five years of experience in the financial services industry, we pride ourselves on our personalized, comprehensive approach to wealth management. As independent financial advisors, we have the freedom to explore all potential options and offer tailor-made solutions to best meet our clients' needs. Our team is dedicated to helping clients navigate a lifetime of financial, investment, and personal decisions to achieve their most important goals.

Merrill 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.

Laguna Capital Management is a prestigious finance institution located at 1225 Coast Village Road in Santa Barbara, California. With a strong reputation for providing top-notch investment management services, Laguna Capital Management offers tailored financial solutions to help clients achieve their financial goals. The team of experienced professionals at Laguna Capital Management is dedicated to providing personalized service and expert advice to ensure clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Laguna Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.

unique goals and priorities. With the support of Merrill's global resources, John Spruill and his team at Merrill Lynch Financial Advisor are dedicated to providing personalized service and building strong client relationships based on trust. Whether you're planning for retirement, saving for a home, or funding your child's education, John's expertise in financial planning and wealth management can help you pursue your financial goals. With a background in meteorology and years of experience in the United States Air Force, John brings a unique perspective and analytical talent to his role as a financial advisor. He is committed to helping clients navigate complex financial and estate planning issues to achieve long-term success. By listening to your needs and understanding your investment preferences, John can customize a financial approach that aligns with your aspirations. With access to a wide range of investment strategies and resources, including Merrill model portfolios and third-party investments, John can help you build and manage a custom investment strategy tailored to your objectives. Whether you're focused on retirement planning, corporate benefits, or charitable giving, John's expertise and personalized service can help you pursue your financial goals with confidence. As a Retirement Benefit Consultant and Certified Plan Fiduciary Advisor, John is well-equipped to guide you through the complexities of qualified retirement plans and provide comprehensive financial advice. Through ongoing communication and personalized financial analysis, John and his team at Merrill Lynch Financial Advisor are committed to helping you stay on track to achieve what matters most to you. With a focus on understanding your goals and priorities, John Spruill and his team are dedicated to helping you create a financial approach that reflects your unique needs and aspirations. Visit Merrill Lynch Financial Advisor John Spruill at 1424 State Street, Santa Barbara, California, United States, to start a conversation about your financial future today."

Abundant Wealth Partners, LLC is a finance institution located at 4961 La Gama Way, Santa Barbara, California, United States. As an independent fee-only wealth management firm, we prioritize peace of mind and simplicity in helping individuals achieve their financial goals. Our main focus is on providing financial context that creates peace of mind for our clients. We believe that having a clear understanding of your financial situation can reduce stress and lead to more effective decision-making. We understand that the financial world can be complex, which is why we strive to simplify and declutter our clients' finances. Just as Marie Kondo suggests decluttering your living space, we aim to streamline your finances to align with your goals and spark joy in your financial life.

Edward Jones - Financial Advisor: Dean L Axelrod is a reputable financial institution located at 402 East Carrillo Street in Santa Barbara, California, United States. Specializing in providing personalized financial advice and investment solutions, Dean L Axelrod and his team strive to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dean L Axelrod is dedicated to providing top-notch financial services to individuals, families, and businesses in the Santa Barbara area.

Maloney Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, they offer comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Maloney Wealth Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, they strive to build long-lasting relationships with their clients based on trust and integrity. Contact them today to learn more about how they can help you secure your financial future.

Edward Jones - Financial Advisor: Daniel J De Meyer is a reputable financial institution located at 125 East De La Guerra Street in Santa Barbara, California. As a trusted advisor, Daniel J De Meyer provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Daniel J De Meyer is committed to providing expert guidance and support in all aspects of financial planning. Whether you are looking to invest, save for retirement, or plan for the future, Daniel J De Meyer and his team are dedicated to helping you navigate the complexities of the financial world with confidence.

SBBH Group - UBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. As a branch of UBS Financial Services Inc., we provide a wide range of financial services to our clients, including wealth management, investment advice, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.

Merrill Lynch Financial Advisor Nick K Cassidy is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Their team, supported by the global resources of Merrill, consists of talented and experienced individuals who are dedicated to helping clients achieve their financial goals. They offer comprehensive financial approaches to help clients pursue their goals and values, whether they are facing life-changing events or investment challenges. The team at Merrill Lynch Wealth Management strives to treat clients with care and attention, offering guidance and support in all aspects of their financial lives. With access to the banking, credit, and lending services of Bank of America, they can help address virtually any financial need. The team focuses on helping clients start on the proper footing, aligning goals with funding, adapting to change and uncertainty, and staying on track to achieve what's most important to them. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities. Working with Merrill Lynch Financial Advisor Nick K Cassidy means having a dedicated financial concierge at your disposal to help demystify the wealth management process and guide you towards your financial goals. Let Merrill Lynch Wealth Management help you achieve your goals and live your best financial life.

Merrill Lynch Financial Advisor Michael I Gutierrez, located at 1096 Coast Village Road in Santa Barbara, California, is dedicated to helping clients achieve their financial goals. With the global resources of Merrill Lynch Wealth Management, the team designs personalized, goals-based financial strategies to help clients reach their most important goals. By understanding each client's investment style and priorities, the team creates comprehensive plans to manage, grow, and preserve wealth. The team believes in open communication and encourages clients to ask questions and discuss their aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients receive personalized financial plans tailored to their unique needs and goals. The team, supported by talented and experienced individuals, is committed to building strong client relationships based on trust and personalized service. With a focus on staying on track and adjusting financial approaches as needed, clients can feel confident in their financial future. Whether it's providing investment insights, tips, or strategies, the team at Merrill Lynch Financial Advisor Michael I Gutierrez is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor David F Marshall is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Our team can help create a flexible strategy tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. We are committed to the local community and have sponsored various charitable organizations. Our personalized wealth management strategies aim to help you pursue your financial goals effectively. Our team consists of experienced professionals dedicated to building strong client relationships based on trust and personalized service. We believe in understanding your goals and priorities to create a financial approach that reflects your unique needs. Let us work together to help you achieve your financial goals and address changes in the market and in your life. Contact Merrill Lynch Financial Advisor David F Marshall to learn more about our investment insights and personalized services.

Merrill Lynch Financial Advisor Michelle Ann Perry is located at 1424 State Street in Santa Barbara, California, United States. As a finance institution, Michelle Ann Perry, CFP®First Vice President, Wealth Management Advisor, offers insights, observations, and ideas to help clients pursue their financial goals. Michelle is dedicated to connecting clients' financial lives with their desire to make a positive impact on their families and communities. With a personalized approach, she helps clients create a financial strategy that aligns with their values and aspirations. Michelle is a Certified Financial Planner with a background in communications and global business. She is actively involved in the local community, serving on boards and volunteering for various organizations. Michelle believes in building strong client relationships based on trust and personalized service.

Merrill 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.

Merrill Lynch Financial Advisor Stephen Hepp is a part of The JJD Group, a team of experienced financial professionals located at 1424 State Street, Santa Barbara, California. With over 65 years of combined financial services experience, the team at The JJD Group has been serving the wealth management needs of multiple generations of families since 1970. Their personalized approach begins with a conversation to identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding education. The team at Merrill Lynch believes in helping clients make investment decisions that align with their personal goals. They offer insights, observations, and ideas to support clients in their pursuit of financial success. Recognized for their exemplary client service, the team has received accolades from Forbes for their wealth management expertise.

Joseph 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.

Welcome to Beachline Property, your trusted real estate agency located at 1154 Brunswick Lane, Ventura, California. We specialize in properties across Santa Barbara, Ventura, and Montecito, offering unparalleled expertise and innovative solutions for both buyers and sellers. At Beachline Property, we understand that selling your home should yield the highest possible return. Unfortunately, many sellers are left with less than they deserve due to outdated marketing techniques. That's why we employ the revolutionary Maximum Value Home Selling System®. This advanced, proven method ensures your property reaches its Maximum Potential Price™, leveraging price elasticity, targeted persona marketing, and sophisticated appraisal methodologies.