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Santa Barbara Office

Our Santa Barbara wealth management office combines the resources of a national firm with personalized service to help you achieve your financial goals.

Contact Santa Barbara Office
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Santa Barbara Office: 1435 Anacapa Street Santa Barbara, CA 93101

M-F 8:30 AM - 5:00 PM

Contact Santa Barbara Office

1435 Anacapa Street Santa Barbara, CA 93101

M-F 8:30 AM - 5:00 PM

We Know Santa Barbara

Nestled between the Pacific Ocean and Santa Ynez Mountains, Santa Barbara attracts professionals, entrepreneurs, and families seeking both natural beauty and financial opportunity. Our team understands this community’s distinctive character, from executives and business owners to retirees and multi-generational families managing substantial wealth. Whether you’re building retirement income, coordinating estate planning, or optimizing an investment portfolio, our Santa Barbara financial advisors provide sophisticated guidance informed by local insight and backed by comprehensive national resources.

Wealth Management Services in Santa Barbara

Our Santa Barbara financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Santa Barbara Office

Wealth Management  >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions  >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning  >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning  >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management  >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation  >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Santa Barbara

Our Santa Barbara team operates as fiduciaries with specialized knowledge, accessing Cerity Partners’ full resources to provide coordinated financial guidance.

Meet Our Full Santa Barbara Team

Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Scott Lenet

Partner

Corporate Venture Capital

Startups Should Not Wait to Hire CFOs

July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a…

Your Introduction to a Trusted Financial Partner Awaits

Contact Santa Barbara Office

Our Santa Barbara office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Santa Barbara Office

1435 Anacapa Street

Santa Barbara, CA 93101

Contact Our Santa Barbara Office

Call Us: (212) 202-1810

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