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Find Top Financial Advisors in Carpinteria, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Carpinteria, California
Last Updated - 03-Aug-2022

Carpinteria has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 2 non-vetted advisors in your local area. These financial advisors in Carpinteria, California have an average of 17 years of experience.

NOTE: The list of financial advisors in Carpinteria, California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Carpinteria, California.

Qualified Financial Advisors in Carpinteria, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bryan Foronjy
CFP®
FORONJY FINANCIAL
401 Chapala St #105,
Santa Barbara, CA 93101
14 $135000000 $250000 Fee-Based
Kipley Lytel
CFA®
MONTECITO CAPITAL MANAGEMENT
225 E Carrillo,
Suite 203,
Santa Barbara, CA 93101
20 $250000 Not Specified Not Specified
Dash Investments
CFP®, ChFC®
DASH INVESTMENTS
21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367
15 370000000 Not Specified Fee-Only
Michael Cannone
WESTMOUNT ASSET MANAGEMENT
2049 Century Park East,
Suite 2500,
Los Angeles, CA 90067
22 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in Carpinteria

Qualifications CRD# 4978922
Firm CRD# 283824
Series 7, 10, 66

Compensation/Fee Fee-Based


Office Location 401 Chapala St #105,
Santa Barbara,
CA
93101
Phone Number 805-880-9444

As the Principal Wealth Manager and founder of Foronjy Financial, Bryan created a practice for clients that truly appreciate a personal relationship with a seasoned practitioner who intends to stick with them for the long term. As a seasoned financial professional, Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sensible advice drawing from over a decade of professional experience. Bryan graduated with a Bachelor of Science degree in Finance with a emphasis in Personal Financial Planning from San Diego State University. Before founding Foronjy Financial in 2015, Bryan worked for a decade as a Senior Account Executive at Fidelity Investments in Santa Barbara, CA. While not in the office, Bryan keeps a healthy work-life balance by exercising regularly, enjoying a game of chess, or spending time outdoors with his wife and three children.

About Foronjy Financial

Foronjy Financial was created with the intention of providing clients with sensible investment advice and personalized service. We help our clients chart a course toward retirement using professional experience coupled with sophisticated software. At Foronjy Financial we make financial planning personal again.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 123266


Office Location 225 E Carrillo,
Suite 203,
Santa Barbara,
CA
93101
Phone Number 805-965-7955

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.

Advisory Services Provided:

Financial Planning, Investment Advice & Management


Qualifications CRD# 5741663
Firm CRD# 135281
Series 63, 65

Compensation/Fee Fee-Only


Office Location 21600 Oxnard Street Ste 1755,
Woodland Hills,
CA
91367
Phone Number 818-309-4065

About Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success. Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts


Qualifications CRD# 4857126
Firm CRD# 158857
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 2049 Century Park East,
Suite 2500,
Los Angeles,
CA
90067
Phone Number 310-556-2502

Michael was born in Santa Monica and raised outside Philadelphia. At Georgetown, he double-majored in finance and small business management. Somehow, he found time to play varsity baseball, too. After college he worked for Vanguard, improving their mutual fund accounting programs. Then he moved to California, joined Alliance Bernstein, and participated in one of the industry's most esteemed advisor training programs.
After earning his MBA at UCLA, Michael joined Westmount in 2011, attracted by a culture of people "humble and intellectually curious, yet courageous enough to blaze a new independent trail in our industry." He credits his grandfather, who emigrated from Italy as a young man and opened a shoemaking business in Elizabeth, New Jersey, for inspiring many of the personal financial principles he still operates by today.

About Westmount Asset Management

Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.

Advisory Services Provided:

Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Top Financial Advisor Firms in Carpinteria, California (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Planmember Securities Corporation
6187 Carpinteria Avenue,
Carpinteria, CA 93013
$8,217,513,744 64132 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Planmember Asset Management Corporation
6187 Carpinteria Avenue,
Carpinteria, CA 93013
$0 0 A percentage of AUM

    List of Additional Advisors in Carpinteria, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Edward Jones
    Inquire with Edward
    5320 Carpinteria Ave, Suite J, Carpinteria, CA  93013 805-684-8470
    Edward Jones
    Inquire with Edward
    5320 Carpinteria Ave, Suite J, Carpinteria, CA  93013 805-684-8470
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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.

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      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?