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ABOUT US
Santa Barbara Advisors Inc is a Registered Investment Advisor firm (RIA). Our number one goal is provide suitable financial advice for our clients. We have a fiduciary responsibility to our clients which encompasses giving them best financial advice we can. The majority of investments we recommend to our clients, we ourselves, also own.
Our Story:
Santa Barbara Advisors, Inc. was founded in 2000 by John Weymouth and was registered with California as an investment advisory firm in April of the same year. Before founding Santa Barbara Advisors, John was an owner and Vice President of Santa Barbara Securities from 1981 through December of 1999. John has lived in Santa Barbara with his wife and 4 sons since 1972. He has been a stock broker for most of his 48 year career in the investment business. In 2000 John hired Linda out of San Marcos High School and in 2004, John’s son Paul returned to Santa Barbara to join the team.
INVESTING WITH US
Santa Barbara Advisors is focused on developing strong, lasting, and successful client relationships. We offer our advisory services through Schwab and National Financial Services. We strive to provide a consistent, disciplined, and long term approach to investing. From time to time we also offer unique investment opportunities when we partner with leading Santa Barbara developers such as Investwest Financial, Investec, and others. These developers have worked with us for over 25 years in structuring unique offerings such as shopping centers, self-storage, and hotels. Empowering our clients to accomplish their financial goals drives us to consistently recommend the best products and advice to our high net worth individual clients.
OUR TEAM
Paul teamed up with his father in 2004 just after receiving his MBA from Washington State University. From 2004 through 2011 Paul was a registered representative of mutual securities and had passed the series 7, 14, and 66 exams. Paul was named President, CEO in Oct. of 2018.
Linda Tran Dang was born and raised in Santa Barbara. She joined the firm in 2000, and is responsible for managing a variety of Santa Barbara Advisors’ operational and administrative functions. She has been working in the investment management industry for 15 years. Linda earned a BS in Psychology from California State University of Channel Islands CSUCI. She has completed the Series 7 and is a notary public.
John graduated from Brigham Young University in 1968, earning his MBA and began his career as a stock broker in Sacramento CA. In 1972 he moved his family to Santa Barbara where he has resided for the past 42 years. He spent many years as a managing partner of Santa Barbara Securities. He started Santa Barbara Advisors in 2000. He has been in the investment business for over 50 years and has gained vast experience with real estate, life insurance, securities, and financial planning.
GET IN TOUCH!
As a client you can expect that we will offer the best financial advice that we can. Feel free to give us a call or leave a message below…
Contact info
ADDRESS:
5266 Hollister Ave. Unit 329
Santa Barbara, CA 93111
MAILING ADDRESS:
5266 Hollister Ave. Unit 329
Santa Barbara, CA 93111
PHONE:
805.563.3333
WE ARE OPEN:
Monday – Friday 9 AM – 5 PM