Laguna Capital Management, Inc. is a trusted investment and financial planning firm in Santa Barbara, CA, dedicated to building long-term relationships with clients. As fiduciaries, they prioritize their clients' best interests and provide personalized strategies to help individuals and families achieve peace and confidence in their financial journey.
With a focus on retirement planning, estate planning, and investment management, Laguna Capital Management offers comprehensive services to retirees, professionals, and families alike. Their team of Certified Financial Planner professionals ensures objective advice and guidance, while their partnership with Charles Schwab provides clients with institutional access to their investment accounts.
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