Financial Advisors in Santa Ynez, California (Santa Barbara County)

Financial planning in Santa Ynez, CA 93460-1799.

Gary Cook
My firm is a Registered Investment Adviser and I am a Certified Financial Planner TM. I provide simple, easy to understand advice on financial topics such as investments, retirement cash flow analysis, debt reduction, and estate planning.
Advice is billed by the hour, allowing me to serve clients as their long-term planner, but only paying me when services are rendered.
Educated as an engineer, I worked many years in the technical field as a program manager. My interest in financial planning began as I realized my own financial "advisor" had his own agenda and was not necessarily looking out for my best interests. That was when I realized not all financial advisors are the same.
To be able to always place my clients' best interests first, I am chose not to affiliate with any brokerage firms or insurance companies. I'll never try to sell you financial products, receive sales commissions, referral fees, or any other third-party compensation that could cloud my judgement.
The focus of my practice is my clients, so you can expect highly personalized service. My first priority is getting to know you. Everything is based on your goals, priorities, and values.... See More

Doug Michie, CFP, JD, MBA, MS, PhD
Ventura Coast Wealth Management was founded in February 2010 to provide fee only investment advice and financial planning services to Southern California, a vastly under served area. We accept no commissions or compensation from any third parties, all fees are paid directly by our clients, allowing us to serve one master, and not be influenced bythe conflicts inherent in commission paid financial advice.

Our office is located in Ventura, California, but we have clients throughout Southern California, from San Diego to San Luis Obispo. Advances in technology have allowed us to provide honest, client centered advice to clients regardless of their location.

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Joan Parker, CFP, ChFC, EA
Personalized financial planning services are offered as the cornerstone of all client relationships and serve as the firm's focus to empower clients to achieve their objectives by providing independent financial & investment advice in a consistent & ethical manner at a fair price. ... See More

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Ted Fischer, CFP, QPFC

Jeffrey Borenstein
Lamia Financial Group, Inc. is an independent, fee-only wealth management firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.... See More

Stephan Goyette, CFP

Kenneth Gross, CFP, EA