Santa Barbara, CA
We believe financial advice is about more than just having a plan. It's about having the right plan for you.


CEO, World Investment Advisors

Chief Growth Officer, World Investment Advisors
Santa Barbara, CA
24 E Cota St
Suite 200
Santa Barbara, CA, 94583
888-201-5488| mon | 8:30 AM - 5:00 PM |
| tue | 8:30 AM - 5:00 PM |
| wed | 8:30 AM - 5:00 PM |
| thu | 8:30 AM - 5:00 PM |
| fri | 8:30 AM - 5:00 PM |
| sat | Closed |
| sun | Closed |
World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.
Personalized financial planning, portfolio design, investment strategy, and performance management.
Risk management and estate planning to align your wealth with your financial plan, goals and legacy.
Customized retirement plan design, administration, and participant education.
Personalized financial planning, portfolio design, investment strategy, and performance management.
Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.