Built for
the whole picture.
Wealth management and accounting, built to work as one.
Built as one, on purpose.
Most people's financial advisor and CPA have never spoken. Santafino was built so they never have to be introduced: a registered investment advisor and a CPA firm, one team, deciding your investments and your taxes together.
The standard is simple: the caliber of advice, service, and care the affluent expect, held for every client. Come for one, or come for all.
What we hold to.
Both licenses, one reason.
Anoushavan "Sean" Bogharyan, the firm's founder, is a fiduciary wealth manager and CPA. The rare intersection of investing and tax.
His family never had access to advisors who understood both, so he earned both licenses. He saw how much gets missed when investment and tax decisions are made in separate rooms, and built Santafino to bring them together. The standard the firm holds today began there: the expertise and care his family deserved, made available to everyone.
That commitment carries into his work in Santa Barbara. Sean serves on the Board of Directors of The Wakefield Believe Big Charitable Foundation and co-founded State Street Society, a professional network for business owners, executives, and professionals. Both are extensions of the same purpose behind the firm: to connect people with the knowledge, care, and opportunity that can move them forward.
To lift people up. To open the door.
