SANTA BARBARA WEALTH MANAGEMENT TEAM

Contact Us Now

Address:
1332 Anacapa Street
Suite #110
Santa Barbara, CA 93101
Phone:
(805) 770-1356
Or have one of our representatives contact you.

MEET THE  WEALTH MANAGEMENT TEAM

Hannah Buschbom*, CFP®, CDFA®,  CFF®

CA Insurance Lic: 0I05704

Chief Transitional Wealth Advisor

Joan Rothenberg, CFP®

CA Insurance Lic: 0680330

Wealth Advisor

Diana Heu, MBA

CA Insurance Lic: 0H10202

Partner/Wealth Manager

Natalie White

CA Insurance Lic:

Partner/Wealth Manager