Kipley Lytel, CFA®
Montecito Capital Management

Tel: 805-965-7955
225 E Carrillo
Suite 203
Santa Barbara, CA 93101

About Montecito Capital Management

Our financial advisory firm specializes in investment advisory, portfolio management, financial planning and retirement solutions. Successful, long-lasting relationships don’t happen by chance. Rather, financial rewards come from talent, hard work, trust and chemistry. Our passion for excellence means we won't rest until we've done all we can to solve your financial matters, with a strong commitment to responsive and cost-effective service.

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General Information

Name of Broker/Dealer:   Charles Schwab Institutional
Name of Custodial Firm:   Charles Schwab Institutional (low fees, safe custody, transparency, dedicated service team)
Advisory Services Provided:   Investment Advice & Management, Financial Planning

Firm Information

Assets Managed by Advisor:   $250000


BA   Pitzer College, Claremont Colleges
MBA   Claremont Graduate School - Drucker School of Management

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