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Financial Designations and Licenses

All of our clients have access to our entire team of financial professionals. To ensure that all of your needs are met, we each have financial planning specialties.

  • Certified Financial Planner – CFP®
  • Chartered Life Underwriter – CLU®
  • Chartered Financial Consultant – ChFC®
  • Certified Retirement Counselor – CRC®
  • Certified Divorce Financial Analyist – CDFA®
  • Retirement Income Certified Professional RICP®

For more information on our designations & licenses please contact us.

Wealth Management Team

Tom HeadshotJustin HeadshotDiana HeadshotMax HeadshotChris HeadshotJustin T. PollackBrett WeichbrodHannah HeadshotJesse HeadshotRoss HeadshotDawnielle Brownell HeadshotMaria Headshot

Contact Us Now

Santa Barbara Office

Hours:
8:30 a.m. PST - 5:00 p.m. PST
Address:
3700 State Street
Suite #310
Santa Barbara, CA 93105
Phone:
(805) 898-0893
Fax:
(805) 898-0759
Or have one of our representatives contact you.

Newport Beach Office

Hours:
8:30 a.m. PST - 5:00 p.m. PST
Address:
5000 Birch Street
Suite 3000
Newport Beach, CA 92660
Phone:
(949) 476-3712
Or have one of our representatives contact you.