Find a Financial Planner in Santa Barbara County, CA


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We did the hard work of finding trustworthy partners in Santa Barbara County, CA.

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We Only Work With The Best Santa Barbara County 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 Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Santa Barbara County, CA

  • Financial Advisor Close to Santa Barbara County, 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


How Can a CFP® in Santa Barbara County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Santa Barbara County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Santa Barbara County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
18.0% of Santa Barbara County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Santa Barbara County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Santa Barbara County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Santa Barbara County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Santa Barbara County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Santa Barbara County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Santa Barbara County area when dealing with high-interest credit card debt and private student loans.


The Value of Working With the Best Financial Planners in Santa Barbara County, CA

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Santa Barbara County, CA

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

  • Population: 444,829
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $562,600
  • Average Monthly Housing Cost: $1,676
  • Average Household Income: $106,421
  • 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 Santa Barbara County, CA



(805) 564-0800

222 East Carillo Street
Suite 208
Santa Barbara, CA 93101

SEC#: 801-118775
Years in Business: 1 years



(844) 274-2363

1255 Coast Village Road
Suite 201A
Santa Barbara, CA 93108

SEC#: 801-106829
Years in Business: 5 years



(888) 201-5488

24 E. Cota Street

Santa Barbara, CA 93101

SEC#: 801-96193
Years in Business: 6 years



(805) 966-2122

222 East Canon Perdido Street,
Suite 305
Santa Barbara, CA 93101

SEC#: 801-117257
Years in Business: 1 years



(213) 709-4729

2420 Castillo Street
Suite 100
Santa Barbara, CA 93105

SEC#: 801-119333
Years in Business: 0 years



(805) 882-2360

1111 Chapala Street
3rd Floor
Santa Barbara, CA 93101

SEC#: 801-61230
Years in Business: 19 years



(805) 897-1144

200 E Carrillo
Suite 304
Santa Barbara, CA 93101

SEC#: 801-119070
Years in Business: 1 years



(805) 962-7725

233 E Carillo
Suite B
Santa Barbara, CA 93101

SEC#: 801-107405
Years in Business: 5 years



(805) 699-7300

100 E. De La Guerra St

Santa Barbara, CA 93101

SEC#: 801-107857
Years in Business: 5 years



(805) 617-4363

812 Anacapa Street

Santa Barbara, CA 93101

SEC#: 801-77745
Years in Business: 8 years