Filippini Wealth Management

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1187 Coast Village Rd
Santa Barbara, CA 93108
+1 (805) 969-6200
http://www.filippiniusa.com

Filippini Wealth Management is a family-owned financial services group based in Santa Barbara, California, dedicated to providing comprehensive guidance in investments, retirement planning, tax planning, estate planning, insurance, and real estate. With a multifaceted approach, the firm aims to serve its clients' diverse financial needs through its independent structure and personalized service.

Led by Ian and Alex Filippini, the firm functions as a licensed real estate brokerage and a registered investment advisor, making it well-equipped to navigate the complexities of wealth management. Committed to a collaborative client relationship, Filippini Wealth Management emphasizes effective management across all areas of financial life.

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"Christian came recommended to us. He was invaluable navigating the mortgage process for our family. He went above and beyond over many months during our SB house hunt. Extremely responsive and..."
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