Santa Barbara Investment Advisor Kipley Lytel recognized Top 25 Financial Advisors for Montecito Capital Management

      

(ProNewsReport Editorial):- Santa Barbara, California Mar 14, 2022 (Issuewire.com) – “We are honored to be named Top 25 RIAs for the 6th consecutive year,” remarked Kipley Lytel about his Santa Barbara-based advisory firm, with regional offices in the Los Angeles market.

Expertise scored financial advisors on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best financial advisors in Los Angeles, CA. Expertise grades each business across the following selection criteria:

Reputation: A history of satisfied customers giving excellent recommendations

Credibility: Established in their industry with licensing, accreditations, and awards

Experience: Masters of their craft, based on years of practical experience and education

Engagement: Approachable and responsive to clients and available for new business

Professionalism: Dedicated to providing consistently quality work and impeccable customer service

According to Kipley J. Lytel, CFA “We are particularly humbled to be amongst the top 25 financial advisors given this vetted list is by handled by a dedicated team who measures excellence across five categories with a broad scope and rigorous selection process.”

 

Background Information for Kipley Lytel & 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. 

We are honored by the many accolades received, including Forbes Magazine the Top 10 Most Dependable Wealth Managers in Southern California and a coveted “Five Star” advisory ranking by Paladin Registry, reserved for the nation’s elite ranked advisors based on an extensive advisor screening evaluation of credentials, ethics, business practices and quality of services. For the 2017-2022 period, Montecito Capital Management has also been recognized by Expertise in the Top Financial Advisors out of 100’s of advisory peer firms after a rigorous examination of 25 variables across five categories: Reputation, Credibility, Experience, Availability, and Professionalism. Moreover, Wealth & Money Management Award was once again bestowed upon Montecito Capital Management for 2022 with the Wealth Management Firm of the Year award for Southern California.

For more information, Contact Montecito Capital Management (805) 965-7955 or [email protected]

http://www.mcapitalmgt.com

(ProNewsReport Editorial):- Santa Barbara, California Mar 14, 2022 (Issuewire.com) – “We are honored to be named Top 25 RIAs for the 6th consecutive year,” remarked Kipley Lytel about his Santa Barbara-based advisory firm, with regional offices in the Los Angeles market.

Expertise scored financial advisors on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best financial advisors in Los Angeles, CA. Expertise grades each business across the following selection criteria:

Reputation: A history of satisfied customers giving excellent recommendations

Credibility: Established in their industry with licensing, accreditations, and awards

Experience: Masters of their craft, based on years of practical experience and education

Engagement: Approachable and responsive to clients and available for new business

Professionalism: Dedicated to providing consistently quality work and impeccable customer service

According to Kipley J. Lytel, CFA “We are particularly humbled to be amongst the top 25 financial advisors given this vetted list is by handled by a dedicated team who measures excellence across five categories with a broad scope and rigorous selection process.”

 

Background Information for Kipley Lytel & 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. 

We are honored by the many accolades received, including Forbes Magazine the Top 10 Most Dependable Wealth Managers in Southern California and a coveted “Five Star” advisory ranking by Paladin Registry, reserved for the nation’s elite ranked advisors based on an extensive advisor screening evaluation of credentials, ethics, business practices and quality of services. For the 2017-2022 period, Montecito Capital Management has also been recognized by Expertise in the Top Financial Advisors out of 100’s of advisory peer firms after a rigorous examination of 25 variables across five categories: Reputation, Credibility, Experience, Availability, and Professionalism. Moreover, Wealth & Money Management Award was once again bestowed upon Montecito Capital Management for 2022 with the Wealth Management Firm of the Year award for Southern California.

For more information, Contact Montecito Capital Management (805) 965-7955 or [email protected]

http://www.mcapitalmgt.com

Media Contact
Kipley Lytel, CFA
[email protected]
8059657955
225 East Carrillo Street, Suite 203
http://mcapitalmgt.com

Montecito Capital Management
Source :Montecito Capital Management

This article was originally published by IssueWire. Read the original article here.



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