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By Staff Report / Thursday, January 26th, 2017 / Latest news, Personal Finance / Comments Off on Opes Advisors relocating Santa Barbara office
Financial services firm Opes Advisors is relocating its Santa Barbara office to the Presidio Avenue neighborhood at the end of the month. The Cupertino-based firm is moving from its 2,600-square-foot 126 E. Carrillo St. space to a 1,200-square-foot location at 800 Presidio Ave. Its lease was up for renewal, the company said. The former Be Read More →
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By Marissa Nall / Friday, January 13th, 2017 / Latest news, Personal Finance / Comments Off on Taylor Frigon launches locally managed mutual fund
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By Staff Report / Wednesday, September 7th, 2016 / Latest news, Personal Finance / Comments Off on Mission Wealth Management launches Social Values Portfolio
Santa Barbara-based financial advising firm Mission Wealth Management launched its new Social Values Portfolio, which aligns investments with an investor’s values. “The introduction of the Social Values Portfolio is in perfect alignment with Mission Wealth’s purpose as a business to serve both our clients and the community at large,” Mission Wealth CEO and founder Seth Streeter Read More →
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By Staff Report / Thursday, July 21st, 2016 / Latest news, Personal Finance / Comments Off on Santa Barbara’s Pensionmark adds affiliate in New York
Santa Barbara-based Pensionmark Retirement Group added an affiliate office in New York. Pensionmark is a financial retirement planning and executive compensation consulting firm. The New York-based Ridge Retirement Consultants and its team of four advisers will join the Pensionmark’s Adviser Support Program. Ridge Retirement has nearly 50 corporate clients and $1.7 billion in assets under Read More →
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By pacbiztimes / Friday, April 8th, 2016 / Banking & Finance, left, Personal Finance / Comments Off on Robo adviser platforms vie with human investment advice
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By pacbiztimes / Friday, April 1st, 2016 / Latest news, Personal Finance / Comments Off on Central Coast peer-to-peer lending grows
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By pacbiztimes / Friday, November 27th, 2015 / Latest news, Personal Finance, Small Business, Top Stories / Comments Off on Montecito wealth manager uses scientific approach with investments
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