Address

Non-branch Location
Carpinteria, CA 93013

Contact

Phone: 310.289.9595

Who We Serve

Individuals & Families

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations

Santa Barbara, CA

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST

Carpinteria

Financial goals are achieved through informed, trustworthy decisions. That’s why at CAPTRUST, our strong values and 20+ years of experience keep your best interests at the forefront. As your local advising service, we’d love to apply our expertise to your unique financial needs and wealth management goals.

Our Team

Jonathan Stoller

Vice President,
Financial Advisor

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At CAPTRUST, we put our clients’ needs first. That’s not only the right thing to do for the client; it’s also what works best for us as advisors because it means we are in the same boat, rowing in the same direction.

Jonathan Stoller