Branch Manager

805.965.4774
billk@sbcoastaladvisors.com

Our Values:

We are committed to providing personalized financial guidance that encompasses sound ethical advice, thoughtful planning, and quality results. As a firm, we strongly believe in the value and purpose of education, and are committed to educating each of our clients on their financial plan. We also believe that wealth has purpose, and as a trusted advisor and ally we will help you discover and maintain this purpose.

Our Advantage:

Santa Barbara Coastal Advisors is a full service wealth management and retirement planning firm. Our firm's competitive advantage is our experience and knowledge, combined with the strength and innovation of Cetera Advisors LLC, our full service broker/dealer. Together we have created the Financial Compass process to help navigate our clients through an often stormy financial landscape.