California Wealth Advisors

California Wealth Advisors is a Financial Planner in Santa Barbara, CA, located at 10 E Figueroa St #204. The firm builds custom financial plans for pre-retirement, retirement, and post-retirement stages. It serves clients through personalized advisory services, workshops, and seminars focused on financial education. The business holds a rating of 3.70 based on customer reviews. Kelley Slaught, a local financial advisor, partners with retirees and pre-retirees to create customized strategies. The firm utilizes a Four Pillars of Financial Wealth process for exclusive private clients. This approach includes analyzing lifestyle-driven investments, life insurance needs, Social Security risk scores, and long-term care insurance. The team also provides recommendations for homeowner, property, umbrella, auto, business owner, health, and flood, wind, fire, and earthquake insurance. The firm employs a MAS Proprietary Process to strategically diversify portfolios for balanced financial growth and risk management. The team assists with the implementation of charitable endeavors and coordinates with attorneys and tax advisors. Ongoing financial education is provided to clients and their children and grandchildren. The business is a small, independent firm with no minimum requirements to become a client. It offers free, no-obligation educational workshops and seminars for the community. The team works to research and gather details to custom tailor solutions for each client’s financial foundation. Additional services include assistance with navigating Social Security and Medicare and periodic reviews of estate plans. California Wealth Advisors combines independent advisory with specialized retirement planning to support Santa Barbara residents in achieving their financial objectives.

California Wealth Advisors sits on E Figueroa St in Santa Barbara, just steps from the FedEx Office and State Street Trading Post. The location is also about 0.1 miles from the Santa Barbara Public Library and the Santa Barbara Museum of Art.

BizScoreAI gives the firm a Technical score of 91 out of 100, which ensures the website is secure and readable by search engines without errors. The business also holds a Discoverability score of 75 out of 100, allowing AI crawlers to access every page so the firm can be recommended by AI assistants.