Brenda J. Wilson

Wellworth Financial
Brenda J. Wilson - Investment Advisor
Brenda J. Wilson
Investment Advisor

Brenda J. Wilson
Investment Advisor Representative
Wellworth Financial
www.wellworthfinancial.com

Mailing Address:
3345 State Street #30226
Santa Barbara, CA 93130

Tel: (805) 692-4000
Toll Free: (800) 795-5808
Fax: (805) 692-4008
Email: brendaw@wellworthfinancial.com

Brenda has helped families and individuals with their Retirement Planning and Investment Management needs in Santa Barbara and the surrounding areas for over 25 years.

She’s a native Californian and a graduate of California State University – Fullerton and resides in Santa Barbara, California.

She is an Investment Advisor Representative (IAR) through Broker/Dealer SagePoint Financial and holds Financial Industry Regulatory Authority (FINRA) licenses 6, 63 and 65. She is also licensed with the California Department of Insurance for Life, Disability, Fixed and Variable Annuities. Services that are offered include Retirement Planning, Investment Advisory Services, Third Party 401(k) asset management solutions, Employer/Employee Retirement Planning, IRAs, mutual funds and annuity programs, and Marital Asset Resolutions.

Brenda and her team bring simplification to the complex subject of retirement accounts.

Wellworth Financial

Wellworth Financial was founded with the goal of assisting our clients with many aspects of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Not only do your investment strategies need to align with your goals, they should also work within your risk tolerance level. We take all this into account when we perform our extensive portfolio review, while also figuring in your specific time horizon, investment objectives, tax efficiency and inflation impact. We also design, implement and monitor your portfolio.

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