Kipley Lytel Awarded Best Regional Financial Advisor with Montecito Capital Management placing Top 2020 Advisory Firm in Los Angeles, California
For the third year in a row, Kipley Lytel & Montecito Capital Management selected by Expertise as Top 20 Financial Advisors in Los Angeles, California. Expertise scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Los Angeles for 2020.
Los Angles, CA (PRUnderground) March 8th, 2020
Montecito Capital Management & Kipley Lytel are once again honored to have been selected by Expertise as 2020 Top 20 Financial Advisors for Los Angeles County, where advisors were screened dfrom 897 down to the elite best in the region for financial advisory services.
Expertise’s goal is to connect people with the best local experts. Advisors were scored on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Los Angeles, CA. The exhaustive ranking process reviewed 879 sadvisors, curated the group down to 545 and ultimately picked the top 2%. The careful selection criteria narrowed the advisor field by the following categories: 1) Reputation (A history of delighted customers); 2) Credibility (Building customer confidence with licensing, accreditations, and award); 3) Experience (Masters of their craft, based on years of practical experience and education); 4) Availabiliy (Consistently approachable and responsive, so customers never feel ignored); and 5) Prossionalism (Providing service with honesty, reliability, and respect)
Expertise features only objectively quantified and qualified professionals hand-picked by our selection process.
We start by identifying a broad pool of active professionals within a given business category and geographical area. Using our custom tools and resources, we analyze only publicly available data.
Next, we verify contact and license information to assure selection candidates are actively doing business and are in good standing in their communities.
Then, we use our in-house software to grade each business across the following selection criteria:
- Reputation: A history of satisfied customers giving excellent recommendations
- Credibility: Established in their industry with licensing, accreditations, and awards
- Experience: Masters of their craft, based on years of practical experience and education
- Engagement: Approachable and responsive to clients and available for new business
- Professionalism: Dedicated to providing consistently quality work and impeccable customer service
Finally, we hand-pick the best. Our team conducts a manual review to verify that each company on our list is truly one of the best. We then write unique and detailed business descriptions for each company.
Kipley Lytel Background Information:
We are honored by the many accolades received, including Forbes Magazine the Top 10 Most Dependable Wealth Managers in Southern California and a coveted “Five Star” advisory ranking by Paladin Registry, reserved for the nation’s elite ranked advisors based on an extensive advisor screening evaluation of credentials, ethics, business practices and quality of services. For the 2017-2020 period, Montecito Capital Management has also been recognized by Expertise in the Top 20 Financial Advisors out of 897 advisory peer firms after a rigorous examination of 25 variables across five categories: Reputation, Credibility, Experience, Availability and Professionalism. Moreover, Wealth & Money Management Award was once again bestowed upon Montecito Capital Management for 2019 with the Wealth Management Firm of the Year award for Southern California.
Contact Montecito Capital Management:
SERVING SANTA BARBARA COUNTY, VENTURA COUNTY & SAN LUIS OBISPO COUNTY
Montecito Capital Management Group
225 East Carrillo Street, Suite 203
Santa Barbara CA 93101
SERVING LOS ANGELES COUNTY, SAN BERNARDINO COUNTY & ORANGE COUNTY
Montecito Capital Management Group
522 S. Sepulveda Boulevard, Suite 207
Los Angeles, CA 90049
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About Montecito Capital Management
Montecito Capital Management Group has been advising clients with personalized wealth management services since 2004 and the firm’s founder, Kipley J. Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. We are a Registered Investment Advisory (”RIA”) firm offering conflict-free counsel to individuals and families during the accumulation of asset phase, or in retirement.