Find a Financial Advisor in Carpinteria, CA

 

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We did the hard work of finding trustworthy partners in Carpinteria, CA.

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We Only Work With The Best Carpinteria Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Carpinteria, CA


  • Financial Advisor Close to Carpinteria, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Carpinteria, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Carpinteria, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Carpinteria financial advisors.
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How Retirement-Friendly is Carpinteria, CA?

  • Population: 13,505
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $791,000
  • Average Monthly Housing Cost: $1,888
  • Average Household Income: $111,894
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Carpinteria, CA

 

PLANMEMBER ASSET MANAGEMENT CORPORATION

Website

(805) 684-1199

6187 Carpinteria Avenue

Carpinteria, CA 93013

SEC#: 801-111678
Years in Business: 4 years

PLANMEMBER SECURITIES CORPORATION

Website

(805) 684-1199

6187 Carpinteria Avenue

Carpinteria, CA 93013

SEC#: 801-39177
Years in Business: 30 years

 


Carpinteria, CA Financial Advisor FAQs

There are various financial advising models and it's worth understanding what you're getting into. Generally the fee models for financial advisors fall under two main categories: commissions or fees.
Financial planners are highly trained, selflessly determined individuals with a commitment to quality. They spend their professional lives identifying the unique needs of each client on an individual basis and customizing tailored financial strategies for success.
With the help of a dedicated advisor committed to understanding your financial situation, planning can be tailored to fit your priorities at hand. They will help you attain peace of mind in handlin your finances and allow you to experience financial freedom.
Pay a visit to your bank and ask them of the availability of a financial advisor.