Financial Planning Financial Planners locations near Santa Barbara, CA

Showing 1–10 of 10 results

Our Santa Barbara, CA directory covers 10 financial planning financial planners listings in 3 ZIP codes. Listings here were last checked in Sep 2026.

Updated Sep 2026

Fidelity Investments

📍 3793 State St, Santa Barbara, CA, 93105

📞 805-687-2606

🌐 www.fidelity.com

Locally owned and operated. See us for all your needs.

Updated Aug 2026

Ameriflex Financial Services

📍 3700 State St Ste 310, Santa Barbara, CA, 93105

📞 805-898-0893

🌐 www.ameriflex.com

AmeriFlex Financial Services has been providing Financial Planning and Wealth Management Services to the Santa Barbara area since 1988. Our team of dedicated professionals helps provide confidence for businesses, non-profit organizations, families and individual investors.

Shasta Financial Planning

📍 Serving Your Area, Santa Barbara, CA, 93101

📞 805-845-7444

Ameriprise Financial

📍 1625 State St Ste 4, Santa Barbara, CA, 93101

📞 805-687-6185

Timothy Hayes Financial

📍 Serving Your Area, Santa Barbara, CA, 93101

📞 805-962-1911

Wellworth Financial

📍 PO Box 30226, Santa Barbara, CA, 93130

📞 805-692-4000

Balance Financial

📍 211 E Victoria St Ste A, Santa Barbara, CA, 93101

📞 805-618-3125

Silsbury Katherine

📍 1625 State St, Santa Barbara, CA, 93101

📞 805-687-0355

Silsbury Wealth Advisors

📍 1625 State St, Santa Barbara, CA, 93101

📞 805-845-0328

Green Sherpa

📍 1315 State St, Santa Barbara, CA, 93101

📞 805-456-5999

🌐 greensherpa.com