Financial Planners in Santa Barbara

“I’ve been working with Omega Financial for several years now and my confidence in them continues to grow with every conversation.
From day one they took the time to understand my specific situation instead of offering a one-size-fits-all plan.
The services they put together feel genuinely tailored to my goals, timeline, and comfort level.
I have a high level of trust in the company as a whole.
Rob Schultz is very intuitive and clever — he quickly sees patterns and possibilities I would have missed.
His guidance always feels thoughtful and ahead of the curve.
Dylan has been extremely insightful, explaining complex ideas in a way that actually makes sense. His global commentaries are brilliant and often reassuring during chaotic periods.
Naomi is patient and always available whenever questions come up.
She follows through quickly and never makes me feel like I’m bothering her.
The whole team works seamlessly together.
They clearly put my long-term interests first.
Every meeting leaves me feeling more organized and confident about my finances.
It’s rare to find advisors who combine expertise with such genuine care.
I appreciate how responsive and consistent they are.
I feel really comfortable with my financial plans.
I’m grateful I found Omega Financial.
I would happily recommend them to anyone looking for personalized, trustworthy advice. They are real people and not sales people.
My experience keeps getting better the longer we work together.“

“Daniele Beasley and the team at Mission Wealth have been outstanding to work with. Daniele has done an excellent job balancing professionalism, knowledge, and patience while helping manage both my investments and my family’s finances.

What I appreciate most is her ability to give thoughtful guidance while still making us feel heard and respected. She never pushes — she educates, advises, and helps navigate decisions in a way that builds trust and confidence.

Since working with Mission Wealth, I’ve been very happy with the performance of my investments and the overall experience. Daniele has been responsive, knowledgeable, and genuinely great to work with throughout the process.

I highly recommend Daniele and Mission Wealth to anyone looking for a financial advisor who combines strong results with excellent personal service.“

“We have been with Mercer for over 20 years. We could not ask for better service. They treat you like family and have done really well for our investments. We always look forward to our yearly meetings. I highly recommend Yvonne Woods who is our advisor“

“Our family has worked with this financial advisory firm for several years, and the experience has been outstanding. They take the time to truly understand our goals and explain everything clearly, without jargon. Their guidance has helped us feel confident about our investments and long-term plans. Highly recommend them for anyone looking for trustworthy, personalized financial advice.“

“Team Bourke is a stellar, comprehensive group of multi-talented and highly experienced professionals who have met all my financial management needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with Team Bourke leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. This past year, they were even proactive in identifying ways to reduce my capital gains taxes—advice that was completely unsolicited, yet very welcome. I whole-heartedly recommend Bourke Wealth Management without reservation.

Kristi Walsh, Ph.D.

Clinical Psychologist, female business owner“

“I really couldn't be happier with the support and service from Arlington. The whole team is incredibly helpful.“

“Brent is reliable and professional. I highly recommend him and his team for your financial planing and insurance needs.“