RIA Founder of Montecito Capital Management, Kipley J. Lytel CFA, recognized as â€œBest Wealth Manager 2021â€ by Corp Today for Southern California region.
Corp Today is the Best Business Magazine in the world for enterprises, being a platform, it focuses distinctively on emerging as well as leading fastest growing companies, their confrontational style of doing business and way of delivering effective and collaborative solutions to best serve clients. At Corp they talk about leaderâ€™s viewpoints & ideas, latest products/services, the ever growing important of investment in the workplace and of course, with grade 5 circulation, consisting of HNI, personal investment is also key for their readers.
Montecito Capital Management Group provided specialized client services in financial planning, retirement services, investment and portfolio management and is headquartered in Santa Barbara, California. The founder, Kipley J. Lytel is a Chartered Financial Analyst and holds both an MBA and an undergraduate bachelorâ€™s degree in Economics from the Claremont Colleges.
About Montecito Capital Management:
Santa Barbara-based Montecito Capital Management Group has been advising clients with personalized wealth management services since 2004 and the firmâ€™s founder, Kipley J. Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. The Registered Investment Advisory (â€RIAâ€) firm offering conflict-free counsel to individuals and families during the accumulation of asset phase, or in retirement.