We act as your “personal CFO”, helping you build and navigate a financial roadmap that quantifies your values, vision, and goals: what you want your wealth to do for you today, tomorrow, and for years to come. We have the expertise and experience to help you develop and implement your game plan, with highly personalized and efficient services. Our holistic approach ensures integration of all aspects of your ‘“executive life” – and functions, into a cohesive strategy. We’ll provide you with the direction, confidence, and peace of mind that you will get to where you want to go, and we’ll walk that path with you.
Welcome to Santa Barbara CFO
Our experience
We have a comprehensive understanding of sophisticated estate, financial, and tax planning strategies and a proven track record in finance and accounting.
Principles of our work
Meaningful work
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Meaningful relationships
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Trust & transparency
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The pursuit of excellence
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Our services
We create and execute holistic, customized plans designed to align our clients’ values and goals with their finances and succession planning.
Through thoughtful collaboration and a superior level of personalized service, we can increase the efficiency and effectiveness of managing your wealth and give you more of the one thing money can’t buy – time.
CFO Consulting
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Financial analysis and oversight
With financial analysis, our goal is to look forward and be proactive in preparing for change.
Accounting & Bookkeeping
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Executive Services
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Succession Planning
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Lifeguard
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David Smith
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Sander
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Wall
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Fastlane
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