Centric Capital Advisors is an Independent Investment and Insurance advisor practice in the Santa Barbara and Los Angeles, California areas. We are a diverse and unique team of advisors with varied multi-generational experience.
Our goal is to provide objective and unbiased financial planning to help you manage, grow and protect your assets through life’s transitions. We strive to continuously expand our individual and collective knowledge as we believe this provides a best-in-class experience for our clients.
We know you have a unique set of needs, goals and concerns. We also understand that you need an objective partner who delivers advice based solely on an intimate understanding of your needs and objectives. Through our strategic planning process, we offer you the resources and knowledge you need to reach your goals, and keep you accountable along the way. By leveraging the right technology, we both keep on top of your performance and help ensure the information you need is always at your fingertips.
Our unwavering commitment to our core values is the foundation of our long-lasting relationships with all of our clients.
Clients First: We actively embrace the direct relationship between financial decision making and the greater good.