Financial advisors in Goleta, CA
9 financial advisors listed in Goleta, California. 7 with a phone number and 6 with a website.
Goleta accounts for 0% of the financial advisors listed in California and ranks #359 among California cities for financial advisors.
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Quick answer
Goleta, CA has 9 financial advisors listed on USA Business Search. 7 list a phone number and 6 list a website. The most listings are in ZIP codes 93117, 93111.
Updated October 2026H&R Block
Sharon Kennedy Estate Management Inc
Advance America
Paul Mocker CPA
Santa Barbara Advisors Inc
Jake Krantz
Maya Income Tax Company
Old Town Mini Mart
How to choose a financial advisor in Goleta
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Goleta, California?
USA Business Search shows 9 financial advisors in Goleta. 7 list a phone number and 6 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 93117, 93111.
How do I choose a financial advisor in Goleta?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Goleta compare with the rest of California?
Goleta has 0% of the 24,546 financial advisors listed in California, which ranks #359 among California cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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