One financial team,
here at home.
Local wealth managers and CPAs, on the same team.
A local firm, not a branch office.
Santafino is a local Santa Barbara wealth management and CPA firm for individuals, families, and business owners. Come for one need, or bring us the full picture.
When an investment, retirement, or business decision changes the tax result, our wealth managers and CPAs can plan it together before filing season.
Your future, with the tax return in view.
Investment management, retirement planning, financial planning, and estate coordination for California clients.
Santa Barbara financial advisor & wealth managementThe work that keeps life moving.
Individual and business tax preparation, year-round tax planning, bookkeeping, estate and trust tax, and IRS representation.
Meet downtown, or from wherever you are.
Meet with us on State Street or work with us remotely. Either way, you get the same coordinated team and a clear fee before work begins.
Services & pricing
When you call, a person answers.
Someone who knows your name and your finances.
