Haunna Tomas is our Relationship Manager at California Wealth Advisors. She helps us connect with our clients, assisting them with paperwork, establishing new accounts and facilitating transfers. As soon as she arrived at our office, she already had a firm understanding of the financial services industry. She previously worked as a teller and an administrative assistant at two different financial institutions.
A graduate of California State University Channel Islands with a bachelor’s in biology, Haunna has always kept California close to her heart. She is a lifelong resident of Santa Barbara and enjoys helping the members of the community she grew up in. In her free time, she enjoys running, hiking, traveling and going to the beach.
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
Office Manager
Isan
Hysenbegasi
Relationship Manager
Haunna
Tomas
Relationship Manager
Oscar
Phillips
Relationship Manager
Carter
Miller
