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Balanced Wealth Planning, Inc.Financial advisor in Santa Barbara, CA

Balanced Wealth Planning, Inc. is a financial advisor at 55 S La Cumbre Rd Unit 12, Santa Barbara, CA 93105, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Barbara, CA0 paid placements in any rankingHow we rank

Call (805) 967-0064Website ↗

Key facts

Key facts about Balanced Wealth Planning, Inc.
Address55 S La Cumbre Rd Unit 12, Santa Barbara, CA 93105Get directions
Phone(805) 967-0064
Websitebalancedwealthplanning.com
HoursMonday to Friday: 9 AM – 4 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Santa Barbara and 3 towns within 25 miles: Goleta, Isla Vista and Carpinteria.

Based in Santa Barbara, CAView on map

Opening hours

Opening hours for Balanced Wealth Planning, Inc.
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Balanced Wealth Planning, Inc.

What are Balanced Wealth Planning, Inc.’s hours?

Balanced Wealth Planning, Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Balanced Wealth Planning, Inc. serve?

Serves Santa Barbara and 3 towns within 25 miles: Goleta, Isla Vista and Carpinteria. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Balanced Wealth Planning, Inc.?

Balanced Wealth Planning, Inc. has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Balanced Wealth Planning, Inc.?

Call Balanced Wealth Planning, Inc. on (805) 967-0064. The business is at 55 S La Cumbre Rd Unit 12, Santa Barbara, CA 93105. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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