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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.

Contact Us Now

Hours:
8:30 a.m. PST - 5:00 p.m. PST
Address:
3700 State Street
Suite #240
Santa Barbara, CA 93105
Phone:
(805) 898-0893
Fax:
(805) 898-0759
Or have one of our representatives contact you.