Meet Our Founder
Kelley Slaught, a financial advisor in Santa Barbara, is dedicated to helping clients make informed and personalized financial decisions. She partners with retirees and pre-retirees to create customized strategies to help them achieve the retirement of their dreams. Licensed in multiple states and holding various securities qualifications, Kelley provides trustworthy and client-focused service.
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.
Bookkeeper
Michelle
Brown
Office Manager
Isan
Hysenbegasi
Relationship Manager
Haunna
Tomas
Relationship Manager
Oscar
Phillips
Relationship Manager
Carter
Miller
Relationship Manager
Brian
Arnold
Why California Wealth Advisors
We are here 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.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
FAQ
Q: Is there a minimum amount of money required to become a client?
A: There are no minimum requirements to become a client, regardless of income or wealth. We will work hard to find the investments that are the best fit for you.
Q: What are the costs to attend a financial seminar?
A: Our workshops and seminars are a free, no-obligation educational service provided for the community and our clients. They are also a great way for us to meet people in and around the community.
Q: What happens at a financial consultation?
A: Kelley will sit down with you and discuss your current financial situation and goals. Based upon this information, she and her team will advise you on the many options available to someone with your financial goals and status.
Q: Why should I choose California Wealth Advisors instead of another firm?
A: California Wealth Advisors is a small, independent firm. We pride ourselves on being able to offer our clients more of the attention they deserve as investors. Because we are independent, and not committed to any particular program, we are able to provide an extensive variety of investment platforms.
