Collaborative Financial Solutions & Wealth Management

Collaborative Financial Solutions is a Santa Barbara-based financial planning firm led by Janet Barr, a highly experienced and knowledgeable Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). With a focus on comprehensive financial planning, Janet and her team assist individuals and businesses in addressing their financial goals, offering expertise in areas such as insurance selection, estate planning, and retirement planning.

As a registered investment advisor, Collaborative Financial Solutions provides investment advice through Wealthcare Advisory Partners, ensuring clients receive personalized and tailored solutions. With a commitment to creating financial confidence and understanding, Janet Barr and her team strive to guide clients towards a clearer financial vision, empowering them to take control of their happiness and achieve their desired outcomes.

Generated from the website