Financial Planners in Santa Barbara

“"Montecito Capital Management is an absolute standout in the world of investment advisories.The personalized approach to wealth and portfolio management is exceptional, tailored precisely to individual and family needs. What truly sets them apart is their unwavering commitment to conflict-free counsel, guiding clients through asset accumulation or retirement with unparalleled expertise.Highly recommend for anyone seeking top-notch financial guidance!" Thank you Kip Lytel!“

“Where do I begin sharing my experience working with Daniele Beasley for almost 2 years it has been the best decision I have made for myself. Coming from a different firm I realized the things that I needed more of when it came to knowledge and guidance. Danieles focus and dedication to financial literacy, and commitment to helping female entrepreneurs like myself thrive was everything I was looking for. Coming from a background where money is scary or a struggle and a male-dominated firm, Daniele has helped me change that narrative and my relationship with money. She has made my time with her enjoyable when we meet leaving me feeling like I actually know and understand what we are doing what we are planning for and especially why. I love feeling like I had a little 101 seminar with her so I have an understanding of my future- working with Daniele has given me that peace of mind and that is invaluable. She is AMAZING at what she does, she gives women the confidence and the knowledge to stay motivated and learn about finance especially when it's your hard-earned money. I can keep raving more about this amazing human because her passion for knowledge, helping women, and teaching, is unmatched and I am so beyond lucky to have her be part of my life!“