Address
3419 State Street
Santa Barbara, CA 93105
Telephone
Local: (805) 563-4472
Fax: (805) 563-4470
Branch Hours
Mon - Fri: 9:00 a.m. - 5:00 p.m.
Sat: By appointment only
Sun: Closed
Managing Directors
Rick Hersey and Aase Christensen
Rick and Aase specialize in retirement distribution planning, Roth IRA conversions, rollovers for qualified plans, and the emerging arena of Multi- Generational IRAs. Rick and Aase can help you design a financial plan that helps you maximize your retirement nest egg. They are the preeminent providers of retirement distribution strategies in the Santa Barbara area.
Calendar Events*
please call for more information
*Dates, times, locations and topics are subject to change. Please call for the most current information.
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