Commerce Capital Group

Laguna Capital Management Inc. is a fiduciary investment and financial planning firm located in Santa Barbara, CA, dedicated to building long-term relationships with clients by prioritizing their best interests. The firm offers comprehensive services across investment management, financial planning, and estate planning, ensuring tailored strategies for retirees, professionals, and families. With a commitment to transparency and ethical practices, Laguna Capital Management employs Certified Financial Planner professionals to coordinate clients' personal finances while adhering to a fiduciary duty of care and loyalty. The firm collaborates with a network of respected professionals for expertise in areas such as tax and estate planning, enhancing the financial well-being of its clientele. Generated from the website

Palm Capital Management is a financial planning firm dedicated to providing quality service to all of our clients. Whether our clients need a financial planner and/or retirement planner based in the areas of Westlake Village, Thousand Oaks, Las Vegas, or in other parts of the country, they all depend on us to manage and provide advice. Our team will design and implement a personalized investment strategy that is based specifically on your long-term plan and risk tolerance. Contact our team today.