Santa Barbara’s Montecito Capital Management, and it founder Kipley Lytel, Ranked Top 25 Financial Advisors out of 903 RIA firms for 2022. Marking the 6th yearly consecutive selection in a row, Expertise’s Ranking lists Montecito Capital Management as “Best Financial Advisor in Los Angeles” for 2022.
“We are honored to be named Top 25 RIAs for the 6th consecutive year,” remarked Kipley Lytel about his Santa Barbara-based advisory firm, with regional offices in the Los Angeles market.
Expertise scored financial advisors on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best financial advisors in Los Angeles, CA. Expertise grades each business across the following selection criteria:
Reputation: A history of satisfied customers giving excellent recommendations
Credibility: Established in their industry with licensing, accreditations, and awards
Experience: Masters of their craft, based on years of practical experience and education
Engagement: Approachable and responsive to clients and available for new business
Professionalism: Dedicated to providing consistently quality work and impeccable customer service
According to Kipley J. Lytel, CFA “We are particularly humbled to be amongst the top 25 financial advisors given this vetted list is by handled by a dedicated team who measures excellence across five categories with a broad scope and rigorous selection process.”
Background Information for Kipley Lytel & Montecito Capital Management:
Montecito Capital Management Group has been advising clients with personalized wealth management services since 2004 and the firm’s founder, Kipley J. Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. We are a Registered Investment Advisory (“RIA”) firm offering conflict-free counsel to individuals and families during the accumulation of asset phase, or in retirement.
We are honored by the many accolades received, including Forbes Magazine the Top 10 Most Dependable Wealth Managers in Southern California and a coveted “Five Star” advisory ranking by Paladin Registry, reserved for the nation’s elite ranked advisors based on an extensive advisor screening evaluation of credentials, ethics, business practices and quality of services. For the 2017-2022 period, Montecito Capital Management has also been recognized by Expertise in the Top Financial Advisors out of 100’s of advisory peer firms after a rigorous examination of 25 variables across five categories: Reputation, Credibility, Experience, Availability and Professionalism. Moreover, Wealth & Money Management Award was once again bestowed upon Montecito Capital Management for 2022 with the Wealth Management Firm of the Year award for Southern California.
For more information, Contact Montecito Capital Management (805) 965-7955 or email@example.com
Media Contact: Montecito Capital Management
Contact Person: Paul Turner
Email: Send Email
City: Santa Barbara
Country: United States
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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Mutual Fund journalist was involved in the writing and production of this article.