10 East Figueroa
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Kelley Slaught has years of experience in helping people make knowledgeable financial decisions. She helps clients make wise investment and financial decisions based on uncompromising trust, integrity and customized service. Partnering...
Marketing Coordinator/Client Liaison
Sue has joined California Wealth Advisors and we are thrilled to have her. She brings an air of knowledge and spirit that is truly refreshing. In 1978, Sue joined the securities industry and was registered in 1980 to sell securities....
Business Assistant - Marketing and Client Contact
(805) 941 0444
As the Business and Marketing Assistant, Aaron's duties include all aspects of California Wealth Advisor's marketing campaigns, updating the company website, creating and maintaining a great relationship with our valued clients, and...
Morgan joined our team at California Wealth Advisors in August of 2020 as our Office Administrator. Morgan graduated from University of Memphis with a bachelor’s degree in Marketing. During her free time, she enjoys traveling,...
Business Assistant - Office Administration
Michael joined the California Wealth Advisors team in August 2020. He has passed his Securities Industry Essentials (SIE) Exam and is seeking to obtain his Series 7 and 66. After studying Business Administration at Santa Barbara City...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.