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.
Kelley Slaught Interviews
Kelley Slaught Interview: A Trusted Financial Advisor
7 Financial Blind Spots: Session 1 | Written Goals
7 Financial Blind Spots: Session 2 | Government Programs and Pensions
7 Financial Blind Spots: Session 3 | Inflation
7 Financial Blind Spots: Session 4 | Taxes
7 Financial Blind Spots: Session 5 | Mortgages
7 Financial Blind Spots: Session 6 | Procrastination
7 Financial Blind Spots: Session 7 | Retirement Age
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
