Address
Non-branch Location
Santa Barbara, CA 93101
Contact
Phone: 800.216.0645
Who We Serve
Retirement Plan SponsorsHours
Mon–Fri, 8:30 am–5:00 pm
Our team of industry experts specializes in comprehensive fiduciary and investment services for California clients.
Non-branch Location
Santa Barbara, CA 93101
Phone: 800.216.0645
Mon–Fri, 8:30 am–5:00 pm
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
For over two decades, the CAPTRUST footprint has expanded into communities like Santa Barbara, CA. By applying expertise through an objective, values-first approach, our team is empowered to identify custom solutions that keep your needs at the forefront. Partner with CAPTRUST today for trusted advice.
Senior Financial Advisor,
Relationship Manager
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Principal,
Financial Advisor
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Financial Advisor | Relationship Manager
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