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Financial consulting in Santa Barbara, CA

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VantagePoint Venture Partners is one of the leading companies in the United States and invests in various entrepreneurial companies that are positioned to transform their industries. It works in partnership with the CleanTech, health care and information technology sectors. The firm invests more than $4.5 billion in the committed capital market and has a variety of resources that help to build transformative companies. VantagePoint Venture Partners handles projects that require substantial financial resources and intellectual capital. Its clients include various emerging markets in Asia, such as BlueWhale, Oxford Semiconductor, Transport Technology Systems and VeriSilicon. The company also offers its services to Axsun Technologies, Definity Health, Definity Health, Grocery Shopping Network, Kagoor Networks and Tymphany Corporation. VantagePoint Venture Partners has operations throughout New York and California.

California Wealth Advisors

Kelley Slaught has years of experience in helping people make knowledgeable financial decisions. She helps clients make wise investment and financial decisions based on uncompromising trust, integrity and customized service. Partnering with her clients, she establishes a financial map preparing them to retire with ease. She accomplishes this by providing complete and diligent advisory services to help clients prioritize and attain their goals. While Kelley mostly serves retirees and pre-retirees in Southern California, she has helped clients all over the country. She has passed the Series 7 and 66 securities exams and holds life and health insurance licenses in California, Arizona, New York, Nevada, Hawaii, Michigan, Ohio and New Jersey. She earned a bachelor's degree in business administration from the University of California.

Horton Kristin - Kristin Wyman Horton, CFA - Haven Capital Group

Haven Capital Group is a private, independent investment management firm providing custom portfolio management and financial planning for high net worth individuals and families, trusts, non-profits, corporations and retirement plans. The firm's President is Kristin Wyman Horton , CFA.

Santafino

At Coast Village Group, we specialize in three core services: business and individual tax preparation, business bookkeeping, and fiduciary wealth management. By uniting expert CPA tax solutions with personalized financial planning, we help you maximize wealth and minimize taxes. Whether you need support for your business or personal finances, our dedicated team provides tailored strategies designed to meet your unique goals. With a focus on expertise, reliability, and a client-first approach, your financial well-being is always our top priority.

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