Josh Kane, Financial Advisor located in Santa Barbara, CA

Financial Advisor
Josh Kane

CFP®, ChFC®, CEPA®, AAMS®
1933 Cliff Drive Suite 4, Santa Barbara, CA 93109opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Farming
  • Real Estate
  • Social Responsibility
  • Spending Time with Family
  • Volunteering

Team Members

  • Brooke Uyesaka Payne
    Branch Office Administrator
  • Cynthia Hernandez
    Branch Office Administrator
    FPQP®
  • Hunter Sears
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(805) 966-9902

Fax

(888) 218-2143

Office Address

1933 Cliff Drive Suite 4
Santa Barbara, CA 93109opens in a new window

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