Santa Barbara Registered Investment Advisor, Kipley Lytel CFA selected Best Wealth Manager 2021
Industry: Business
Kipley J. Lytel's investment advisory firm recognized as "Wealth & Finance Elite 2021" in Corp Today magazine for Best Wealth Management Practice in Southern California.
Santa Barbara, CA (PRUnderground) December 20th, 2020
Corp Today is the Best Business Magazine in the world for enterprises, being a platform, it focuses distinctively on emerging as well as leading fastest growing companies, their confrontational style of doing business and way of delivering effective and collaborative solutions to best serve clients. Corp Today’s dedicated team of in-house researchers have handpicked each of our 2021 award winners, of which Kipley Lytel’s financial firm advisory firm was awarded “Best Wealth Management Practice in Southern California.”
Corp Today has proven approach that ensures award on merit, and not popularity, and recognize the very best in the business. At Corp they talk about leader’s viewpoints & ideas, latest products/services, the ever growing important of investment in the workplace and of course, with grade 5 circulation, consisting of HNI, personal investment is also key for their readers.
The Montecito Capital Management Group is specialized in financial planning, retirement services, investment and portfolio management and is headquartered in Santa Barbara, California. The founder, Kipley J. Lytel is a Chartered Financial Analyst, MBA and holds an undergraduate degree in Economics from the Claremont Colleges.
Disclaimer: The news site hosting this press release is not associated with Kipley Lytel or Montecito Capital Management Group. It is merely publishing a paid press release announcement submitted by a company, without any stated or implied endorsement of the person, product, service or information above. This is not a solicitation.
About Montecito Capital Management
Montecito Capital Management Group has been advising clients with personalized wealth management services since 2004 and the firm’s founder, Kipley J. Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. We are a Registered Investment Advisory (”RIA”) firm offering conflict-free counsel to individuals and families during the accumulation of asset phase, or in retirement.
