Personal Information
Organization / Workplace
Santa Barbara, California Area, CA United States
Occupation
President of Montecito and Westlake Village based Filippini Wealth Management, Inc.
Industry
Finance / Banking / Insurance
Website
ianfilippini.wordpress.com/
About
Ian Filippini is President of Montecito (Santa Barbara) and Westlake Village, California based Filippini Wealth Management, Inc. As a multifaceted firm, we serve our clients with a single full-service group they can turn to for all of their financial needs. We are an independent family corporation designed to guide our clients in every area of their financial life. Our firm has four integrated divisions working closely together to effectively manage the many areas of wealth: Tax Planning, Estate Planning, Insurance, and Real Estate. We have offices in Montecito (Santa Barbara) and Westlake Village, California.
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ian filippini
ian filippini santa barbara
santa barbara
sports
iaian filippini
california
ian
cheklist
financial planning
balance sheet
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insurance
tax
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Documents
(4)Personal Information
Organization / Workplace
Santa Barbara, California Area, CA United States
Occupation
President of Montecito and Westlake Village based Filippini Wealth Management, Inc.
Industry
Finance / Banking / Insurance
Website
ianfilippini.wordpress.com/
About
Ian Filippini is President of Montecito (Santa Barbara) and Westlake Village, California based Filippini Wealth Management, Inc. As a multifaceted firm, we serve our clients with a single full-service group they can turn to for all of their financial needs. We are an independent family corporation designed to guide our clients in every area of their financial life. Our firm has four integrated divisions working closely together to effectively manage the many areas of wealth: Tax Planning, Estate Planning, Insurance, and Real Estate. We have offices in Montecito (Santa Barbara) and Westlake Village, California.
Tags
ian filippini
ian filippini santa barbara
santa barbara
sports
iaian filippini
california
ian
cheklist
financial planning
balance sheet
security cards
insurance
tax
See more