Expertise has selected Montecito Capital Management and its Founder, Kip Lytel, CFA as 2023 Best Financial Advisor in Santa Barbara, California
The Santa Barbara Investment Advisory firm founded in 2004 provides wealth management in the tri-counties, including advisory services for portfolio investments, financial planning, and retirement considerations. Commenting on the 2023 Best Santa Barbara Financial Advisor Award, Kip Lytel stated “We continue to be impressed with the rigorous selection process employed by Expertise, which includes a three-step process that scored financial advisors on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best financial advisors in Santa Barbara.”
Expertise is known for serving communities by filtering the best experts by area of profession. First, they flag and remove any business with a history of dissatisfied customers, or with limited online information that makes them difficult to contact. Second, they use an in-house software to grade each business on 25 variables across five judgment criteria, which include:
Reputation: A history of delighted customers as a signal of outstanding service.
Credibility: Building customer confidence with licensing, industry accreditations, and awards.
Experience: Masters of their craft, based on years of practical experience and education.
Availability: Consistently approachable and responsive, so customers never feel ignored.
Professionalism: Providing customers a seamless experience both online and off.
Third, Expertise hand picks the best. Once the businesses are ranked, Expertise’s team manually reviews the highest scoring results to ensure that we can proudly stand behind each of selections. They then gather all of the relevant contact information and write detailed descriptions to give their readers a clear overview of each business.
Montecito Capital Management is a Registered Investment Advisory firm serving Central and Southern California with offices in Santa Barbara and Los Angeles. The firm has been listed in Forbes as a Top 10 Most Dependable Wealth Manager in Southern California and holds the coveted “Five Star” ranking from Paladin Registry. Montecito Capital Management G has been operating in the financial advisory business since 2004 and its founder, Kip Lytel, CFA, has been an investment leader & contributing author on financial topics for over two decades. The firm offers independent, world-class investment expertise and flexible financial road maps to clients on an ongoing basis. The wealth management practice advises individuals and families on their financial affairs during the accumulation of asset phase, or after they have reached retirement.
Santa Barbara Office Location: 225 East Carrillo, Suite 203, Santa Barbara, CA 93101
Los Angeles Office Location: 522 S. Sepulveda Boulevard, Office 207, Los Angeles, CA 90049
Media Contact: Paul Turner at Montecito Capital Management