Financial planning in Santa Ynez, CA 93460-1799.
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.
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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 com ... See More
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 & investmen ... 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
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 An ... See More
Stephan Goyette, CFP
Kenneth Gross, CFP, EA
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