Montecito Realtor Highlights Top Central Coast Wealth Advisors
Coldwell Banker’s Barbara Reaume is an experienced Montecito realtor specializing in Montecito homes for sale. Barbara helps home sellers and home buyers navigate the sometimes tricky world of Santa Barbara real estate by providing both home buying tips and house staging tips.
Santa Barbara real estate agent Barbara Reaume often works closely with Central Coast wealth advisors to help clients locate luxury houses for sale or to provide information on using properties as part of a wealth management strategy.
In an effort to ensure home buyers and home sellers have access to current information about asset management strategies, Barbara Reaume reviewed several Central Coast wealth advisors. The Santa Barbara realtor wanted to make sure that financial advisors who work with her clients have the highest degree of professionalism and integrity.
The final selections were chosen based on reputation in the wealth management industry and a proven ability to meet the needs of clients. These Central Coast wealth advisors are dedicated to showing clients how to buy a home as part of a wealth preservation strategy.
After thorough consideration, Barbara Reaume chose the following Central Coast wealth advisors as her favorites: Daniel Babai, Greg Franklin and Craig Allen. If you are looking for an asset management specialist, consider the following Central Coast wealth advisors.
Daniel Babai – Morgan Stanley – Top Central Coast Wealth Advisors
Daniel Babai is a Financial Advisor at Morgan Stanley Wealth Management. He focuses on assisting with long-term financial planning and developing qualified plans for clients through the use of both traditional and alternative investments. He incorporates frequent contact and performance reviews to assess progress made towards helping clients achieve their financial goals. Visit the Morgan Stanley website and the Daniel Babai LinkedIn page or call 800-874-0282 for more information.
Greg Franklin – The Wealth Pilot – Top Central Coast Wealth Advisors
Greg Franklin, owner of The Wealth Pilot, became a wealth management advisor in 1984 after earning both his Bachelor’s and Master’s degrees in business management and economics. Under his direction, the company has become one of the highest-rated wealth management firms in Central California. This independent wealth management advisor specializes in asset wealth management and wealth management consulting. Visit the website or call 805-541-8444 for more information.
Craig Allen – Montecito Private Asset Management – Top Central Coast Wealth Advisors
Craig Allen of Montecito Private Asset Management offers investment management, financial planning, and business consulting services. Allen works to develop customized solutions that may include portfolio management, a comprehensive financial plan, a business or marketing plan, company analysis, or a combination of services. Visit the website or call 805-898-1400 for more information.
Finding top Central Coast wealth advisors can be a challenge.
Are you looking to buy a home in Santa Barbara? Buying a home in Santa Barbara is an integral component of a smart investment strategy. For most people, buying a home is the largest purchase they will make in their lifetime. Before you buy that dream home, consider a strategy session with one of these top four wealth management advisors. This review aims to save clients who are buying a Santa Barbara home the effort of researching wealth advisors. We hope this information helps you make an informed decision.
About Barbara Reaume – Barbara Reaume is a professional Santa Barbara and Montecito realtor with over thirty years of experience. Barbara Reaume offers advice on buying a single family home, finding a condo, or purchasing land as an investment. For help with your Santa Barbara relocation strategy visit her website and Facebook page or call 805-610-5403 for more information or to request a quick quote.