Top Rated Financial Advisor Offices for Santa Barbara & Los Angeles

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Beyond our two offices locations, our financial advisors are also available to meet within 120-mile radius around the two offices to offer clients convenient meeting options at homes, businesses or for lunch at privacy-appropriate restaurants.

Prospective clients outside our listed service regions are also welcome to contact our firm. 

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SERVING SANTA BARBARA COUNTY, SAN LUIS OBISPO COUNTY & VENTURA COUNTY (Regional Headquarters)
Montecito Capital Management
225 East Carrillo Street, Suite 203
Santa Barbara, CA  93101
(805) 965.7955 I [email protected]  

Santa Barbara County Financial Advisory Firm's office provides financial investment management, wealth management and retirement advisory services to Santa Barbara, Montecito, Goleta, Santa Ynez Valley, Buellton, Los Olivos, Solvang, Cambria, Ojai, Ventura, Oxnard, Camarillo, Valencia, Moorpark, Calabasas, Simi Valley, Thousand Oaks, Westlake, Agoura Hills and regions of San Luis Obispo County (e.g. Cuyama, Cambria, Pismo Beach, SLO, et al.)

SERVING LOS ANGELES COUNTY, SAN BERNARDINO COUNTY & ORANGE COUNTY
Montecito Capital Management
522 South Sepulveda Boulevard, Suite 207
Los Angeles, CA  90049
(805) 965-7955 I [email protected]

Los Angeles County Investment Advisory Firm's office provides wealth management, financial planning, portfolio management, financial advisory and retirement solutions to Westlake, Calabasas, Tarzana, Encino, Burbank, Pasadena, Santa Monica, Pacific Palisades, Malibu, Brentwood, Beverly Hills, Redondo Beach, Manhattan Beach, Rolling Hills, Palos Verdes and Orange County (e.g. Irvine, Newport, Laguna Niguel, et al.)