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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brian Sottak (CRD# 5701635) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 14 years of experience in the finance industry. Brian Sottak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Spruill (CRD# 3268802) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Joseph Stack (CRD# 2327449) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 30 years of experience in the finance industry. Joseph Stack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adam Stanowick (CRD# 5357931) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 7 years of experience in the finance industry. Adam Stanowick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brad Stark (CRD# 2311807) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 31 years of experience in the finance industry. Brad Stark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Steele (CRD# 1398858) is an Investment Advisor Representative working at G.c. Steele & Company in Solvang, CA and has over 37 years of experience in the finance industry. Gregory Steele has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adam Stempel (CRD# 4787837) is an Investment Advisor Representative working at Ariadne Wealth Management, LP in Santa Barbara, CA and has over 20 years of experience in the finance industry. Adam Stempel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kirk Stovesand (CRD# 4249778) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 23 years of experience in the finance industry. Kirk Stovesand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Stowe (CRD# 4472552) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Dave Strandberg is founder and Managing Director at the boutique investment management firm Montecito Investment Strategies.
During his successful career in the software industry, Mr. Strandberg founded a company (BullChart.com) that provided technical analysis and stock charts to thousands of investors and subscribers for over 10 years. The charts, technical analysis and algorithms that were created for BullChart.com now form the core of the investment strategies offered by Montecito Investment Strategies.
Clients of Montecito Investment Strategies have access to investment strategies that make...