Locations
Where we are,
and who we serve.
Wealth managers and CPAs rooted in Santa Barbara, serving clients across the United States.
Our locations
The American Riviera
Santa Barbara
Local fiduciary financial advisors and CPAs serving Santa Barbara, Montecito, Hope Ranch, Goleta, Summerland, and Carpinteria.
Santa Barbara wealth management & CPAsBeyond the coast
Wherever you are.
Santafino serves clients across the United States. We make it easy to work with us wherever you live, with remote phone and video meetings and personal attention from your team.
Our wealth managers and CPAs work together to keep your tax and investment decisions connected.
Wealth management is offered to clients in California.
