Broker Check

Santa Barbara Coastal Advisors - Santa Barbara, California

 

Team

With over 3 decades of experience and a reliable, friendly staff, our team is committed to building long-term relationships with clients based on trust and communication. We focus on teaching you about our financial process and keeping you informed about the progress of your portfolio, while also learning about your unique financial goals, worries, and values. This feedback allows us to personalize our approach to give you the best service possible.

 
William Krebs has over 30 years of experience in the financial services industry. He is currently an Investment Advisor Representative with Cetera Advisor Networks LLC and holds the Certified Retirement Plan Specialist (CRPS) and...

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David Tozer is an Investment Advisor Representative of Cetera Advisor Networks LLC who holds the Chartered Retirement Plan Consultant designation. He has been in the financial services industry since 2007, when he began work at...

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Experience, integrity and dedication to her work, are qualities that Joan Tozer brings to her clients. Financial planning, at all stages of life, can be a formidable task; therefore is often dreaded or worse yet, neglected in the...

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