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.
Building your foundation for
We build custom financial plans for
pre-retirement, retirement and
post-retirement.
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.
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!
Meet our founder
Kelley Slaught
Kelley Slaught, a local financial advisor in Santa Barbara, has years of experience in helping people make knowledgeable financial decisions. Read More!
Kelley is the host of the radio show, KELLEY’S BULL MARKET NEWS, every Saturday on KNX 1070 at 7 a.m. and Sundays at 6 a.m. PST in Los Angeles. Learn more about the show and listen to the podcast here:
What do we offer?
Services
Our firm specializes in helping individuals develop sound investment and retirement strategies.
OUR SERVICES
Get Your Risk
Number
California Wealth Advisors has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.
Riskalyze was twice named one of the world’s 10 most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.
