hero-image

Retirement Planning | Investment Advice | Life Insurance

21 East Carrillo Ste 100A
Santa Barbara, CA 93101
Phone:
  • (805) 364-4749
Fax:
  • 8054840420

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Professional Financial Advice with a Personal Touch

Earn it | Keep it | Grow it | Use it | Pass it on

Welcome to Independent Capital Management in Santa Barbara. Our financial advisors are here to help you make confident decisions around retirement planning, college savings, investment advice, wealth management, charitable giving, estate planning, life insurance, and long term care insurance.

We listen carefully to our clients so that we can make appropriate investment and financial planning recommendations. Whether you are just starting out or looking for direction and insight on existing assets, we can provide guidance on building a broadly diversified portfolio using highly qualified investment managers. We use a prudent, cautious approach because throughout the financial lifecycle, smart decisions lead to better outcomes.

Call today for a complimentary review.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck