Steven R. Jakowchik, CFP, has been promoted to Director of Retirement Solutions at Montecito Capital Management and will report directly to the founder & Chief Investment Officer, Kipley J. Lytel, CFA
November 12, 2005 (Press Release) --
Certified Financial Planner (CFP), Steven R. Jakowchik, has been promoted to Director of Retirement Solutions at Montecito Capital Management and will report directly to the founder & Chief Investment Officer, Kipley J. Lytel, CFA. Mr. Jakowchik received his bachelors’ degree in Business Administration (Cum Laude) from California Lutheran University and holds Life/Health/Disability/Annuities licenses. Montecito Capital Management does not charge insurance commissions; rather these insurance licenses are deemed requisite expertise for fee-based comprehensive financial planning.
Montecito Capital Management holds the highest 5 STAR Advisor Rating, ranked Top 10% of U.S. Financial Advisors based on competency, integrity, and various risk factors by Paladin Registry. World-class financial services firm providing wealth management, money management, financial planning, investment advisory, retirement planning & investment portfolio services. Affordable fee-based structure, no conflicts of interest. Top credentials and experience bring results! Serving Santa Barbara, SLO, Santa Maria, Ventura, Oxnard, Los Angeles, Thousand Oaks & Westlake region.
Waymire acknowledged Paladin’s high minimum standards are designed to limit who can be admitted into the Registry. Comprehensive, independent research reduces the number of advisors even further. Substantially less than 10% of the advisors who were screened by Paladin professionals have made it into the Registry. The result is a service that’s the first to provide:
• High admittance standards that protect investors from weak advisors
• A CIR rating for each advisor (CIR is Competence/Integrity/Risk)
• Independent, comprehensive research by an objective third party
• A 100% rule for competency, integrity, licensing, and compensation
• Compliance checks for all advisors
• Full disclosure for potential conflicts of interest
• Advisor agreements that put investor interests first
FOR MORE INFORMATION ABOUT Montecito Capital Management, CONTACT:
Montecito Capital Management
225 E. Carrillo, Suite 203
Santa Barbara, CA 93101
http://www.mcapitalmgt.com
contactus@mcapitalmgt.com
800.943.2295
Montecito Capital Management holds the highest 5 STAR Advisor Rating, ranked Top 10% of U.S. Financial Advisors based on competency, integrity, and various risk factors by Paladin Registry. World-class financial services firm providing wealth management, money management, financial planning, investment advisory, retirement planning & investment portfolio services. Affordable fee-based structure, no conflicts of interest. Top credentials and experience bring results! Serving Santa Barbara, SLO, Santa Maria, Ventura, Oxnard, Los Angeles, Thousand Oaks & Westlake region.
Waymire acknowledged Paladin’s high minimum standards are designed to limit who can be admitted into the Registry. Comprehensive, independent research reduces the number of advisors even further. Substantially less than 10% of the advisors who were screened by Paladin professionals have made it into the Registry. The result is a service that’s the first to provide:
• High admittance standards that protect investors from weak advisors
• A CIR rating for each advisor (CIR is Competence/Integrity/Risk)
• Independent, comprehensive research by an objective third party
• A 100% rule for competency, integrity, licensing, and compensation
• Compliance checks for all advisors
• Full disclosure for potential conflicts of interest
• Advisor agreements that put investor interests first
FOR MORE INFORMATION ABOUT Montecito Capital Management, CONTACT:
Montecito Capital Management
225 E. Carrillo, Suite 203
Santa Barbara, CA 93101
http://www.mcapitalmgt.com
contactus@mcapitalmgt.com
800.943.2295
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