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Financial Planners in California

Financial Planners in Santa Barbara, CA

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12 results found

Tricee Wright Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Representative • Nurse • Nurse Practitioner

Experience & Education

Position:
Investment Planner/Registered Representative at Blakeslee & Blakeslee, Investment Planner at...
Title:
Financial Planner at Blakeslee & Blakeslee
Location:
Santa Barbara, California Area
Industry:
Investment Management
Work history:
Blakeslee & Blakeslee Investment Planner/Registered Representativesince Feb 1998Blakeslee & Blakeslee Investment Plannersince Feb 1998
Skills:
Retirement Planning, 401k, Strategic Financial Planning, Long-term Care, Asset Allocation, Savings, ...
Full Profile

Jon Mahoney Santa Barbara, CA

Professions & Specialties

Financial Planner • Banker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive • Security • Managers • Supplier • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
Director - Luxury Homes Division at Keller Williams Realty - Santa Barbara
Location:
Santa Barbara, California Area
Industry:
Real Estate
Work history:
Keller Williams Realty - Santa Barbara Director - Luxury Homes Divisionsince Aug 2010Coldwell Banker - Santa Barbara Realtor, Professional Financial PlannerJan 1999 - Sep 2010
Skills:
Residential Homes, Real Estate, Sellers, Contract Negotiation, Negotiation, Real Estate...
Languages:
Portuguese
Full Profile

Graham Guess Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Professional Athlete • Athletes • Sports Person • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative • Captain

Experience & Education

Position:
Certified Divorce Financial Analyst (CDFA) at Pacific Wealth Strategies Group, Inc., Financial...
Title:
Financial Planner at Pacific Wealth Strategies Group, Inc.
Location:
Santa Barbara, California
Industry:
Financial Services
Work history:
Pacific Wealth Strategies Group, Inc. - Santa Barbara, California AreaCertified Divorce Financial Analyst (CDFA)since 2011Pacific Wealth Strategies Group / First Allied Securities Inc. Financial Advisor for Professional Athletessince Jan 2010
Full Profile

Hannah Sink Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Logistician • Bartender • Administrative Clerk • Clerical Specialist • Cashier Clerk • Cashier • Caregiver • Nursing Assistant • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Arts • Trust Law Attorney • Lawyers • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Marketing Manager

Experience & Education

Position:
Financial Planner at AmeriFlex Financial Services
Location:
Santa Barbara, California Area
Industry:
Accounting
Work history:
AmeriFlex Financial Services Financial Plannersince Jul 2011Ameriflex Financial Services Financial Planning AssociateJul 2010 - Jul 2011
Full Profile

Sergio Villa Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
President, LPL Financial Planner at Alliance Wealth Strategies
Title:
President, Alliance Wealth Strategies
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
Alliance Wealth Strategies President, LPL Financial Plannersince Jun 2009Santa Barbara Childrens Museum Board Member2008 - 2010
Full Profile

Robert Chan Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Analyst • Analysts • Operations Manager • Software Developers

Experience & Education

Position:
Financial Analyst at Citrix Online
Location:
Santa Barbara, California Area
Industry:
Internet
Work history:
Citrix Online - Santa Barbara, California AreaFinancial Analystsince May 2012Raytheon Space and Airborne Systems Financial Planner and AnalystMar 2010 - May 2012
Full Profile

Lisa Jay Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Agent • Sales Representative • Massage Therapist • Wellness and Fitness • Certified Nurse Aide • Massage Therapy • Nurse • Nurse Practitioner

Experience & Education

Position:
Life Insurance Agent/Broker, Financial Planner at FEG Insurance Services, Massage Therapist at...
Title:
at
Location:
Santa Barbara, California Area
Industry:
Health, Wellness and Fitness
Work history:
FEG Insurance Services Life Insurance Agent/Broker, Financial Plannersince Jan 2012Sandalwood Spa Massage Therapistsince Mar 2006
Full Profile

Hamlin Steve Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at BDG Financial Advisory Services and Trade Ltd.
Location:
Santa Barbara, California Area
Industry:
Financial Services
Work history:
BDG Financial Advisory Services and Trade Ltd. Financial Planner
Full Profile

Joseph Ortega Santa Barbara, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chairperson • Chief Executive

Experience & Education

Work

Company:
Espana salsa company
Sales and development
Company:
Ols real estate group inc - Dallas, TX
President
Full Profile

Mark Lynch Santa Barbara, CA

Professions & Specialties

Financial Services Sales Agent • Owner • Chief Executive • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Principal at Miramar Insurance Services, LLC
Title:
Owner, Miramar Insurance Services
Location:
Santa Barbara, California Area
Industry:
Insurance
Work history:
Miramar Insurance Services, LLC - Santa Barbara, CaliforniaPrincipalsince Aug 2013Mark Lynch Insurance Agency OwnerOct 2009 - Aug 2013
Financial Planner at Penn Mutual
Full Profile

Meagan Roa Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Bachelor of Science

Experience & Education

Work

Company:
Zodiac seat shells
Contracts administrator
Company:
The boeing company
Contracts administrator
Full Profile

Jon Mahoney Santa Barbara, CA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Buyer • Sales Person • Buyer and Seller • Certified Nurse Aide • Nurse • Nurse Practitioner • Guide • Tour Guide • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Horse properties, Probate, Staging, Relocation, Property Management, TIC, Co-op
Work:
Keller Williams Realty
Santa Barbara, CA
(805) 689-0532 (Phone)
License #01269717
Certifications:
SRES, SFR, ALC, e-PRO, REO, PFP - Professional Financial Planner
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Awards:
President's Circle 2001, President's Circle 2002, President's Circle 2003, President's Circle 2004, President's Circle 2005, President's Circle 2006, President's Circle 2007, President's Circle 2008, President's Circle 2009, President's Circle 2010, President's Circle 2011
Full Profile

Financial Planners near Santa Barbara, CA02468San Luis ObispoBakersfieldVenturaCamarilloOxnardPismo BeachOceano


Financial Planners around Santa Barbara, CA

Bakersfield  (6)
Camarillo  (2)
Oceano  (1)
Oxnard  (1)
Pismo Beach  (1)
Ventura  (2)

Financial Planners in California

Sub-specializations

Financial Planner  (12)