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Who We Are

  • Over 60 Years of combined Financial Services and Banking Experience

  • Specialty in Financial Planning, Portfolio Management, Insurance Planning, and Corporate Retirement Plans

  • 9 Years as Financial Services Independent Company

  • 2014 Minority Business of the Year Award recipient by Pacific Coast Business Times

  • 2012, 40 under 40 Award Recipient by Pacific Coast Business Times

  • First Financial Services Firm in Santa Barbara County to receive Santa Barbara Green Business Certification