CONNECT

Address:

30 East Figueroa Suite 2
Santa Barbara, CA 93101

Phone:

Mission Statement

Syd’s mission is to provide a high level of accessibility and personal service, informed by a deep understanding of your needs, goals, and preferences.

Simply put, Syd listens and strives to understand your entire financial situation.  Syd believes that aligning your wealth with your values and intentions can potentially help you and your family live a more abundant, less-worrisome life.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck