Joan Rothenberg Cfp

Royal Alliance Associates, now operating under Osaic Securities, provides comprehensive securities and investment advisory services through its broker-dealer, Osaic Wealth Inc., which is a member of FINRA and SIPC. This organization, along with its various affiliated firms, offers a range of financial solutions tailored to meet the diverse needs of clients. Osaic Wealth Inc. collaborates with multiple entities—including Triad Advisors LLC and Securities America Inc.—to enhance its service offerings. Clients can access a variety of advisory programs and services, all designed to support their investment goals in a transparent and professional manner. Generated from the website

Stifel in Santa Barbara, CA, is a company that specializes in providing financial services to individuals and businesses. They offer a range of investment and wealth management solutions tailored to meet the unique needs of their clients. With a team of experienced professionals, Stifel aims to help clients navigate the complexities of the financial world and make informed decisions about their money. Their commitment to personalized service and strategic guidance sets them apart in the industry. Generated from their business information

Omega Financial Group is a Santa Barbara-based financial consulting and wealth management firm that is dedicated to providing high-quality care and comprehensive services to its clients. With a team of experienced professionals, including Chief Strategist Dylan B. Minor and Director Bryan W. Reinhard, Omega offers a range of sophisticated skills and integrated offerings to help clients optimize their financial well-being. Whether it's fiduciary investing, global services, or impeccable service, Omega Financial Group strives to meet the unique needs and goals of each client. With a focus on finding good financial advice, Omega emphasizes the importance of a complementary team, including certified financial planners and experts with a background in economics or applied statistics. As a fiduciary-standard Registered Investment Advisor, Omega ensures consistent incentives and a comprehensive approach to address all aspects of a client's financial life. Through discovery meetings, Omega determines if there is a good fit between the firm and the client, aiming to create significant value for families with complex financial situations.Generated from the website