Wealth, Taxes, & Books
One firm, one standard.
When did your advisorand your CPA last talk?
For most people — never. At Santafino, they're the same team.
Come for one, or come for all.
Advice that puts you first.
Your portfolio and your taxes, decided together.
Fee-only · Fiduciary · No commissions
Tax season, made easy.
Returns filed, books kept clean, planning done before it's too late.
Licensed CPAs · Flat fees · Year-round
Everything, together.
Your investments and your taxes, managed by one team all year.
The headache lifts.
You hand it off. The deadlines, paperwork, and chasing are ours.
One conversation to start.
Paperwork and transfers, handled for you.
Deadlines tracked all year. You hear from us first.
Who ends up at this table.
Three situations, one thread: a decision on one side of the desk that changes the answer on the other.
The last stretch before it starts.
You have saved for decades, and the question turns to what to draw, from which account, and what the return looks like once you do.
Santa Barbara financial advisors & wealth managementThe entity, the books, and both returns.
How the company is structured, what the ledger says each month, what it pays you, and where the rest of it goes to work — held together rather than farmed out.
When the portfolio moves the tax bill.
A sale, a rebalance, or a position that ran further than you meant it to. The investment decision and what it costs on the return get made in one room.
Tax, bookkeeping, and wealth management pricingA rental sold in November.
A client decides to sell a rental. The advisor works out what the proceeds do to the retirement plan and where they belong in the portfolio. The CPA works out the gain, the depreciation that comes back with it, and the estimated payment it sets up for January.
Two people, one office, one file. The sale gets a date that suits both answers instead of one, and nobody learns the cost of it in April.
Santafino was founded by Anoushavan "Sean" Bogharyan, a CPA and a fiduciary wealth manager — both licenses, one desk. The wealth advice is fee-only, paid by you and never by commission.
Santafino CPAs works with clients nationwide. Santafino Wealth Management LLC takes wealth management clients in California only. Both licenses are a matter of public record.
About the firm and its founderThe questions we hear most.
What does Santafino do?
Wealth management and tax, from one team of Santa Barbara CPAs and financial advisors: investment management, retirement planning, tax preparation, bookkeeping, and business consulting.
Do I need to bring everything at once?
No. Come for a single tax return or start with a retirement plan. Both are first-class work here, and nothing obligates you to more.
What does it cost?
Flat fees, quoted before we begin. The numbers live on the services & pricing page.
Are you a fiduciary?
Yes. Our financial advisors are fee-only fiduciaries. No commissions, no products, no sales quotas.
Do I have to be in Santa Barbara?
No. Santafino is rooted in Santa Barbara and serves clients across the United States. Wealth management is only offered to clients in California.
How do I start?
Schedule a complimentary consultation, online or by phone. We talk through what you need, quote your flat fee, and handle the rest from there.
From Santa Barbara, for Santa Barbara.
Rooted here, serving clients across the United States.
Wealth management is only offered to clients in California.
Meet our Santa Barbara team
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