About Us

^{Charting a Course to the Future You Desire}

At Santa Barbara Coastal Advisors, we're your trusted partners on the journey to financial success. We strive to make a meaningful difference in the lives of those we serve.

Financial planning is not one-size-fits-all, it's about understanding your unique needs, goals, and aspirations. From our first meeting, we take the time to get to know you on a personal level. This personalized approach allows us to create tailored financial plans that reflect your individual circumstances and help you achieve your dreams.

Experienced Guidance & Resources for CalSTRS & CalPERS Benefits

As advocates for education, we're dedicated to supporting educators on their financial journey. With specialized knowledge about defined benefit plans like CalSTRS and CalPERS, we provide educators with the guidance and resources they need to navigate complex financial decisions and support their financial future.

Navigate Life Proactively and with Confidence

We believe in taking a proactive approach to financial planning, one that anticipates challenges, seizes opportunities and adapts to change. By staying ahead of the curve and keeping our clients informed and empowered, we help them navigate life's financial complexities with confidence and a sense of comfort.

Empowering You With the 'Why' Behind What We Do

We're not just here to manage your money, we're here to educate and empower you every step of the way. Through ongoing communication, personalized guidance, and educational resources, we help our clients make informed decisions to pursue and achieve their lifestyle and retirement with confidence.

Meet Your Team

Our Core Values

Inspired by Education

We’re inspired by the people we work with most and have made education central to our approach. Our goal is to help clients understand their finances so they can move toward their future with confidence.

Personalized Financial Planning

Every client goes through our planning process where we chart a course toward achieving their goals in finance and life. They can rely on a durable, adaptable, and lifelong plan through each season.

Strategic & Proactive

From our 100% solution to how we view various asset types, we approach solving the retirement income challenge in ways that allow our clients to make efficient progress toward their goals in life.

Take Time to Build Relationships

We spend just as much time getting to know clients and their families as we do making their plans. This time spent is foundational to our team’s understanding of their unique needs and goals as we plan ahead.

Working With Santa Barbara Coastal Advisors

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Our Services

We offer proactive and comprehensive financial services tailored to meet the unique needs of you and your family.

Explore Our Services

Our Approach

Our independent firm takes a proactive approach to your finances, anticipating your needs to keep you on track.

Learn How We Work

Contact Us

Ready to take the next step toward your financial goals? Reach out today to schedule your consultation.

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