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Building your foundation for

We build custom financial plans for
pre-retirement, retirement and
post-retirement.

Book

Radio Show

Events

We are based in the Southern California area but represent clients all over the United States. We are here for you. We can meet virtually or have a phone meeting, or face-to-face appointments are also available to allow us to connect, review your concerns, and evaluate your needs from the comfort of your home or office without delaying your planning objectives. Your safety and peace of mind is our priority. We wish good health to you and your loved ones.

Get started in 3 easy steps:

Discover

Schedule a meeting to sit down with us and discover what your ideal financial plan looks like.

Evaluate

Schedule a meeting to sit down with us and discover what your ideal financial plan looks like.

Plan

Schedule a meeting to sit down with us and discover what your ideal financial plan looks like.

Learn More About
Our MAS Process

THE GREAT RETIREMENT MYSTERY

How to Avoid the Six Biggest Blunders

This book is not your typical book on retirement planning. This book is my published manifesto, a public declaration of my motives and intentions to help as many people as possible achieve  something of great importance: a happy and successful retirement. In these pages I do not recommend specific financial products or services. Instead, I explain a philosophy that takes the mystery out of retirement planning.

Need more info?
Want to learn more?

Learn more about financial planning, retirement income strategies, wealth management and more by attending a live workshop!

Radio Show & Podcast Host

Kelley Slaught

Kelley Slaught, our founder and a local financial advisor in Santa Barbara, has years of experience in helping people make knowledgeable financial decisions. That’s why she hosts the radio show and podcast, KELLEY’S BULL MARKET NEWS, which you can listen to Live from Los Angeles every Saturday at 7 a.m. PST on KNX 1070 AM and Sundays at 6 a.m. PST on KCBS Jack 93.1 FM, or on-demand anytime via podcast. Listen here:

Meet the Team Behind California Wealth Advisors

What do we offer?

Services

Our firm specializes in helping individuals develop sound investment and retirement strategies.

OUR SERVICES

Resources

We have educational resources for you!

OUR RESOURCES

Tune In to Our Radio Show

Kelley’s Bull Market News, "Because there’s always a reason to be bullish!"

Join Kelley Slaught Live from Los Angeles every Saturday at 7 a.m. PST on KNX 1070 AM and Sundays at 6 a.m. PST on KCBS Jack 93.1 FM. You can also listen on-demand anytime at this link!

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