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Upcoming Event

August 12, 2026 | 6 PM PST

In-Person/Webinar

Accredited Clients Only

Topic:
Diversify Your Portfolio: Private Real Estate and Tax Advantaged Investments

Host:
California Wealth Advisors

Special Guest Speaker:
Mill Green – Senior Managing Director | Mill Green Capital

Date & Time:
Wednesday, August 12th | 6 PM PST

Location:
10 E. Figueroa St. Suite 203, Santa Barbara, CA 93101

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

Relationship Manager

Brian
Arnold

Relationship Manager

Connor
Killian

Relationship Manager

Ritter
Ganong

Relationship Manager

Jake
Rister

Top California Wealth Advisor Features

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