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Building your foundation for

FINANCIAL WEaLTH.


We can help build a plan for a confident retirement.

Get Started in 3 Easy Steps:



Discover


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate


Using the California Wealth Advisors plan, we’ll examine your current financial situation, and determine your retirement needs.

Plan


Receive a custom strategy to help you reach your unique retirement goals.

We are Financial Advisors in Santa Barbara.  We are here for you...

Virtual, phone meetings,  or face to face appointments are available and allow us to connect, review your concerns, and evaluate your needs from the comfort of your home or office without delaying your planning objectives.

Your safety and peace of mind is our priority.
We wish good health to you and your loved ones.


Need more info?

ATTEND A LIVE WORKSHOP


Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...

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Let's Get Started

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