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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Santa Barbara, California. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Santa Barbara, California | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Kushal Shah CRPC® Davinci Capital Partners |
3788 Calle Posadas, Newbury Park, CA 91320 |
805-341-7104 |
| Zain Griffith Dash Investments |
21600 Oxnard Street Ste 1755, Woodland Hills, CA 91367 21600 Oxnard Street, Woodland Hills, CA 91367 |
415-748-9181 |
Qualifications
CRD# 5017061
FirmCRD# 5017061
Series 66
Compensation/Fee
Fee Only
Office Location
3788 Calle Posadas,
Newbury Park,
CA 91320
Phone Number
805-341-7104
As a Chartered Retirement Planning Counselor, CRPC® Kushal specializes in the areas of retirement planning and investment portfolio management. He enjoys helping clients simplify todays increasingly complex financial environment by designing financial plans tailored to their specific goal and objectives. After graduating from University of California Santa Cruz with double major in Business Management Economics, and Applied Finance & Accounting, Kushal began work at UBS, a Swiss multinational investment bank. After UBS, Kushal transitioned his career from the institutional side of the business to the personal side working at TD Ameritrade for 6 years and Retirement Planners of America for 4 years. Working with families, retirees and individuals he finds his work more impactful and aligned with his values. He is passionate about providing unbiased advice and coaching clients through lifes critical financial decision Kushal and his wife Joy have been married for over 14 years. They have 3 daughters and a son. His interests include spending time with his family, crossfit, snowboarding, and international travel. Kushal is the founder and managing director of Davinci Capital Partners
Our mission is to help our clients make smart investment, and financial decisions through relationships based on uncompromising integrity, trust, and personalized service. At DaVinci Capital Partners, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring that vision to life. Our vision as a firm focuses on helping others achieve their financial goals, as well as understanding each client's unique purpose, mission, and values. We strive to provide financial peace of mind by delivering tailored objective advice designed to give clients the confidence to pursue their own dreams and passions.
Retirement Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5741663
FirmCRD# 135281
Series 63, 65
Compensation/Fee
Fee Only
Office Location
21600 Oxnard Street Ste 1755,
Woodland Hills,
CA 91367
Phone Number
415-748-9181
Office Location
21600 Oxnard Street,
Ste1755,
Woodland Hills,CA 91367
Phone Number
415-748-9181
Zain Griffith joined Dash Investments in 2009 as a Regional Vice President and has extensive experience in the financial services and investment industry. Prior to joining Dash Investments, Zain worked in the investment banking industry where he specialized in providing merger and acquisition advice and valuation opinions to small and medium sized companies. He also served as a research analyst for a well-known value-oriented investment publication based in New York City. Zain earned a B.S., Magna Cum Laude, in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo. He is a member of the Beta Gamma Sigma honor society. Zain can review your current financial situation, learn more about your goals and objectives, and help determine whether Dash Investments approach to financial planning and wealth management might benefit you.
Dash Investments is a fee-only independent investment firm featured by "Money Magazine" and "Forbes" as one of the top financial advisory firms in the country and has been covered in major business publications such as Barron's, The Wall Street Journal, and The New York Times. We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success. At Dash, each client's portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
