Wealth Management in Carpinteria, CA

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List of Firms

Carpinteria, CA Wealth Management Firms

Curterro Asset Management
SEC File# 801-81082
CRD# 151695
Location THE COMMERCE CAPITAL BUILDING, 120 E De La Guerra St, Santa Barbara, CA 93101, USA
Phone (805) 963-6181
Kauffman Wealth Services
Location 550 Periwinkle Ln, Santa Barbara, CA 93108, USA
Phone (805) 969-5444
Harmony Investment Management, LLC
SEC File# 801-111055
CRD# 158043
Location 1125 Coast Village Rd Suite C, Santa Barbara, CA 93108, USA
Edward Jones - Financial Advisor: Samantha F Anderson
SEC File# 801-3297
CRD# 250
Location 5320 Carpinteria Ave Suite J, Carpinteria, CA 93013, USA
Phone (805) 684-8470
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Carpinteria Finance Department
Location 5775 Carpinteria Ave, Carpinteria, CA 93013, USA
Phone (805) 684-5405
Wealth Management in Carpinteria, CA

Where Wealth Management Advisors in Carpinteria, CA Serve

Nestled along the Pacific Coast in Southern California, Carpinteria boasts a plethora of landmarks that are sure to mesmerize visitors. From the Carpinteria State Beach to the Carpinteria Bluffs Nature Preserve, the town is a paradise for nature lovers. The Seal Sanctuary is another must-visit spot, where visitors can witness seals basking in the sun. Carpinteria is also home to several top employers, including AGIA, NuSil, and Venoco, which provide ample job opportunities for the locals. The town is well-connected with major highways and streets, such as US-101, State Route 150, and Linden Avenue, which makes commuting a breeze. The town features several neighborhoods that cater to diverse lifestyles. For instance, the downtown area is a bustling hub of activity, with several shops, restaurants, and cafes. The Carpinteria Highlands is a serene neighborhood that offers panoramic views of the ocean and mountains.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Carpinteria, CA can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who need it the most. Carpinteria is a small coastal town that relies heavily on tourism, and many residents work in the service industry. A bank can offer loans and financial advice to those who want to start their own businesses or invest in their education to improve their job prospects. Secondly, a bank can help residents save money by providing checking and savings accounts with competitive interest rates. This is especially important in Carpinteria, where the cost of living is high due to the town's proximity to Santa Barbara. Finally, a bank can offer convenient services such as online banking and mobile apps that allow residents to manage their finances from anywhere. This is particularly useful for those who commute to Santa Barbara for work or have busy schedules. Overall, a bank can be a valuable resource for residents of Carpinteria, providing financial stability and convenience in a town where both are highly valued.

Insurance Broker

Residents of Carpinteria, CA can benefit from the services of an insurance broker in various ways. For instance, an insurance broker can help them navigate the complex and ever-changing insurance market and find the best coverage that suits their unique needs. In Carpinteria, where the risk of wildfires is high, an insurance broker can help residents obtain adequate coverage for their homes and properties. Additionally, an insurance broker can assist residents in selecting the right health insurance plan that provides comprehensive coverage at an affordable cost. Furthermore, an insurance broker can offer guidance on life insurance, disability insurance, and other types of coverage that can protect residents and their families in case of unexpected events. With the help of an insurance broker, residents of Carpinteria can have peace of mind knowing that they are adequately protected against various risks.

Retirement Planning

Residents of Carpinteria, CA can greatly benefit from the services of a retirement planner. With its idyllic coastal location and thriving agricultural industry, Carpinteria is a popular retirement destination for many Californians. However, navigating the complexities of retirement planning can be daunting for even the most financially savvy individuals. A retirement planner can help Carpinteria residents develop a comprehensive financial plan that takes into account their unique needs and goals. This may include strategies for maximizing Social Security benefits, managing retirement accounts, and minimizing taxes. Additionally, a retirement planner can help Carpinteria residents navigate the local housing market, which can be challenging due to the area's high demand and limited inventory. Overall, a retirement planner can provide invaluable guidance and support to help Carpinteria residents achieve a comfortable and secure retirement.

Financial Advisor

Residents of Carpinteria, CA can benefit from the services of a financial advisor in a myriad of ways. One specific area where a financial advisor can be of immense help is in navigating the local real estate market. Carpinteria, CA is a small beach town with a population of just over 13,000, but it is a highly desirable location for both vacationers and permanent residents. As a result, the real estate market in Carpinteria can be incredibly competitive, with properties often selling for well above asking price. A financial advisor can help residents understand the intricacies of the local market, including the best neighborhoods to invest in, how to negotiate a fair price, and how to secure financing for a home purchase. Additionally, a financial advisor can help residents with retirement planning, tax strategies, and investment advice, all of which can help them achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Carpinteria, CA could greatly benefit from the services of a mortgage loan officer in a variety of ways. With its stunning coastal location and charming small-town feel, Carpinteria is a highly desirable place to live. However, with the median home price hovering around $1 million, many residents may struggle to secure financing for their dream home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. They can also provide valuable guidance on the different types of mortgages available and help residents choose the best option for their unique financial situation. Additionally, with many residents in Carpinteria working in the agriculture industry, a mortgage loan officer can provide specialized knowledge and assistance for those seeking financing for ranches or farms. With their expertise and support, a mortgage loan officer can help residents of Carpinteria achieve their homeownership goals and secure a bright future in this beautiful coastal community.

Tax Services

Residents of Carpinteria, CA could benefit from the expertise of a tax advisor in a myriad of ways. One specific example is the impact of the city's agriculture industry on tax planning. With Carpinteria being home to numerous avocado and citrus orchards, tax advisors can provide guidance on deductions and credits related to agricultural investments. Additionally, the city's proximity to Santa Barbara and Los Angeles can lead to unique tax implications for those who work or invest in those areas. A tax advisor can assist with navigating these complexities and ensuring compliance with state and federal tax laws. Furthermore, as Carpinteria continues to grow and attract new businesses, a tax advisor can provide valuable insight into tax planning for small business owners and entrepreneurs. Overall, the expertise of a tax advisor can provide significant benefits for residents of Carpinteria, both in terms of maximizing tax savings and minimizing the risk of audit or penalty.

Estate Planning Lawyer

Residents of Carpinteria, CA can benefit from the services of an estate planning lawyer in several ways. For one, an estate planning lawyer can help them create a comprehensive plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Carpinteria, which is a coastal city that is prone to natural disasters such as wildfires and floods. An estate planning lawyer can help residents create a plan that takes into account the potential risks associated with living in this area. Additionally, an estate planning lawyer can help residents minimize taxes and other expenses associated with transferring their assets to their heirs. This can be especially important for residents of Carpinteria, which is known for its high cost of living. By working with an estate planning lawyer, residents can ensure that their loved ones are provided for in the most efficient and cost-effective way possible.


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