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Address:

30 East Figueroa Suite 2
Santa Barbara, CA 93101

Phone:

My Qualifications

Syd has spent nearly 20 years as a professional financial advisor and has earned several distinctive designations that he believes help him understand his clients and, in turn, help them grow and preserve their wealth.

Syd places a high priority on continuing his education in an effort to serve the various and ever-changing needs of his clients.  By earning his Master of Business Administration, he strives to integrate his leadership skills and management knowledge within his practice.

Syd has attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional certification and Accredited Investment Fiduciary® (AIF®) designation.  He has received extensive training on the duties of good faith and standards of care, furthering his commitment to working in your best interests.

Having earned the Chartered Financial Consultant (ChFC®) and the Chartered Life Underwriter (CLU®) designations, he has extensive knowledge regarding insurance and estate planning issues. 

 

Call Syd today for a second professional opinion or to discuss your financial goals. 

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