Retirement & planning
Retirement planning and investment management from fee-only Santa Barbara financial advisors. Know when you can retire and how to fund it.
Explore retirement planning
Santa BarbaraWealth managers & CPAs
Wealth, Taxes, & Books
One firm, one standard.
When did your advisorand your CPA last talk?
For most people — never. At Santafino, they're the same team.
Services
Come for one, or come for all.
Wealth management
Advice that puts you first.
Portfolio management with your retirement in view.
Fee-only · Fiduciary · No commissions
Tax preparation & planning
Tax season, made easy.
Returns filed, books kept clean, planning done before it's too late.
Licensed CPAs · Flat fees · Year-round
Wealth + tax
Everything, together.
Your investments and your taxes, managed by one team all year.
Also handled here
Tax PlanningEstate & Trust TaxIRS Audit RepresentationBusiness ConsultingEstate & Legacy Planning
Schedule a consultationComplimentary · No obligation
Being a client
The headache lifts.
You hand it off. The deadlines, paperwork, and chasing are ours.
01
One conversation to start.
02
Paperwork and transfers, handled for you.
03
Deadlines tracked all year. You hear from us first.
Our expertise
How we can serve you.
Personal and business taxes
Tax preparation and year-round planning for individuals and businesses. Santa Barbara CPAs serving clients nationwide.
Explore tax servicesBookkeeping
Monthly bookkeeping, reconciliations, and financial statements for small businesses. CPA-reviewed books, ready for tax time.
Explore bookkeepingOne example
Sell a rental. Two questions, one plan.
A rental sale raises two questions at once: what you owe in tax and how the proceeds become retirement income. Separate firms each answer one.
At Santafino, our CPAs and advisors answer both together, before the sale closes and after the money moves. You keep more and retire on what's left.
Common questions
The questions we hear most.
What does Santafino do?
Wealth management and tax, from one team of Santa Barbara CPAs and financial advisors: investment management, retirement planning, tax preparation, bookkeeping, and business consulting.
Do I need to bring everything at once?
No. Come for a single tax return or start with a retirement plan. Both are first-class work here, and nothing obligates you to more.
What does it cost?
Flat fees, quoted before we begin. The numbers live on the services & pricing page.
Are you a fiduciary?
Yes. Our financial advisors are fee-only fiduciaries. No commissions, no products, no sales quotas.
Do I have to be in Santa Barbara?
No. Santafino is rooted in Santa Barbara and serves clients across the United States. Wealth management is only offered to clients in California.
How do I start?
Schedule a complimentary consultation, online or by phone. We talk through what you need, quote your flat fee, and handle the rest from there.
The American Riviera
From Santa Barbara, for Santa Barbara.
Rooted here, serving clients across the United States.
Wealth management is only offered to clients in California.
Meet our Santa Barbara team
Markets and money, made clear.
Updates on stocks and the economy, plus clear financial fundamentals.
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