Financial Advisor Needed

I am looking for an honest financial advisor who can help me with my retirement savings. I am getting very little in SS and would like the peace of mind to have a knowledgable advisor that could help me, and I could feel comfortable knowing I am in good hands.. Thank you for any referrals for people you have used & had success with!!

You can reach me by email at

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a-1531752055 May 17, 2018 09:55 PM
Financial Advisor Needed

I must say Caleb Overton of Biltmore Investments is THE best! I've been with him for north of 15 years, and my parents and some close friends for 10 years. We weathered the 2008 recession and didn't lose a cent. It's been nothing but upside ever since. He works hard, is reasonable, only gets paid if you make money, and stays glued to the markets. He knows what the market is doing before the market does. Call him! (805) 453-7080

little ocean May 17, 2018 08:04 PM
Financial Advisor Needed

Judy Pirkowitsch, has an Ameriprise franchise. Lots of integrity. If I had need of a financial advisor I would go to her. 805.682.8187

LLinSB Apr 13, 2018 04:11 PM
Financial Advisor Needed

I agree with the others about Kevin Baird. I have been with for years and years as well. Very honest, knows his stuff and super nice man!

a-1531752055 Mar 27, 2018 11:53 AM
Financial Advisor Needed

My mother has been working with Sergio Villa at Alliance Wealth Strategies for over 12 years after my dad passed away. Now my brothers and I have also started using him and we feel that he has done a great job helping our family. He is very attentive and works really well with our family attorney and CPA which has been very helpful. Knowing that he is in his early 40’s is helpful as we wanted an advisor that will be around for a while. My former advisor retired and I did not like the advisor that took over his practice so we also moved our investments over to Sergio and his team.

JohnnyD Mar 20, 2018 08:55 PM
Financial Advisor Needed has a listing of certified advisors. FINRA BROKER check provides background info. Many great reputable choices here in SB! Key is to find: 1. Someone who won’t retire when you do 2. Someone who doesn’t work for a bank, investment or insurance company (since that’s who they work for).

hr93110 Jan 31, 2018 02:03 PM
Financial Advisor Needed

Greg Boots at Executive Wealth Solutions He's an attorney, a Retirement Income Certified Professional and a Certified Financial Educator (he trains other financial planners across the country). The guy is a genius when it comes to investment strategy, tax minimization and asset protection.

Ahchooo Jan 30, 2018 09:08 PM
Financial Advisor Needed

We've worked with Kevin Baird for almost 20 years and have been happy with how he has explained things, and helped our money grow. He is trustworthy.

carolann Nov 19, 2017 04:59 PM
Financial Advisor Needed

Kathy Ornelas, American Legacy Solutions. 805 320 0150

a-1531752055 Oct 08, 2017 02:14 PM
Financial Advisor Needed

Howard Jones---(805) 691-9384--- has helped me make money over the years. However, I have always invested long-term. Exactly what kind of returns and how liquid do you need them to be? Are you thinking stock market or investment accounts?

yetti Sep 15, 2017 11:18 AM
Financial Advisor Needed

My family has been using Kevin Baird CFP for years. He is in downtown Santa Barbara, is a Certified Financial Planner, very honest and has done a lot to help with our investment, tax and estate planning needs. My parents started with him about 18 years ago and now that we are nearing retirement, we are working with him as well.

CS805 Sep 15, 2017 09:25 AM
Financial Advisor Needed

Bill Wagner at Kinecta. He is used by many many people I know including myself.

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