California Wealth Advisors
(on figueroa)Financial and Investment Services in Santa Barbara, CA
Financial and Investment Services
Kelley Slaught has years of experience in helping people make knowledgeable financial decisions. She helps clients make wise investment and financial decisions based on uncompromising trust, integrity and customized service. Partnering with her clients, she establishes a financial map preparing them to retire with ease. She accomplishes this by providing complete and diligent advisory services to help clients prioritize and attain their goals.
While Kelley mostly serves retirees and pre-retirees in Southern California, she has helped clients all over the country. She has passed the Series 7 and 66 securities exams and holds life and health insurance licenses in California, Arizona, New York, Nevada, Hawaii, Michigan, Ohio and New Jersey. She earned a bachelor’s degree in business administration from the University of California.
