Building your foundation for
FINANCIAL WE 
LTH
We build custom financial plans for pre-retirement, retirement and post-retirement.
Our Mission
At our firm, we have the client—and only the client—in mind.
Our Mission Statement is to take care of you, our client. For our exclusive private clients, we utilize our Four Pillars of Financial Wealth process. Together we aim to build your overall financial house on a foundation that protects your legacy and seeks to secure your future. Our goal is to have you live your best life for today and tomorrow.
Meet Kelley Slaught from California Wealth Advisors
Kelley Slaught
Owner, CEO
Kelley Slaught, a local financial advisor in Santa Barbara, has years of experience in helping people make knowledgeable financial decisions. She helps clients make wise investment and financial decisions based on uncompromising trust, integrity and customized service.
Partnering with her clients, she establishes a financial map preparing them to retire with ease. She accomplishes this by providing complete and diligent advisory services to help clients prioritize and attain their goals.
Meet the rest of the team
Our professional team is dedicated to help you through any questions you may have and throughout every step of the financial planning process.
Owner, CEO
Kelley
Slaught
Bookkeeper
Michelle
Brown
Strategic Planner
Christian
Vasquez
Relationship Manager
Haunna
Tomas
Relationship Manager
Oscar
Phillips
Relationship Manager
Carter
Miller
Relationship Manager
Brian
Arnold
Getting you to the next chapter⚬
Getting you to the next chapter⚬
Our Process and Services
Our team can help you get started on your financial foundation!
1. Discover
We take the time to understand and prioritize what’s most important to you and your financial goals.
2. Evaluate
Our team of experienced professionals will work together to research and gather the necessary details to custom tailor solutions.
3. Plan
We will deliver on your financial roadmap that clearly identifies a plan and continuous next steps.
MAS Proprietary Process
The MAS PROPRIETARTY PROCESS will focus on analyzing, evaluating, and developing an action oriented financial plan to set you up for success.
Private Client Process
The PRIVATE CLIENT PROCESS will focus on your Financial House and help deliver on the increased demand for diverse planning needs.
Tune Into Our Radio Show
Kelley’s Bull Market News, “Because there’s always a reason to be bullish!”
Join Kelley Slaught Live from Los Angeles on KNX 1070 AM every Saturday at 7-8 a.m. PST. You can also listen on-demand anytime at this link!
Blog, News, & Information
5 Top U.S. Luxury Resorts for a Summer Escape
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5 Top U.S. Luxury Resorts for a Summer Escape
5 Top U.S. Luxury Resorts for a Summer Escape
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The Pursuit of Financial Freedom in Retirement
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The Pursuit of Financial Freedom in Retirement
The Pursuit of Financial Freedom in Retirement
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Annuities Don’t Have to be Confusing
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Annuities Don’t Have to be Confusing
Annuities Don’t Have to be Confusing
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