In Alliance Financial Planning

In Alliance Financial Planning (CRD# 281518) is a financial advisory firm headquartered in Santa Barbara, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at In Alliance Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth A. Saghi
CRD#: 707605
233 East Carrillo Street, Suite A, Santa Barbara, CA 93101
96
Wealthminder
score

Elizabeth Saghi (CRD# 707605) is an Investment Advisor Representative working at In Alliance Financial Planning in Santa Barbara, CA and has over 19 years of experience in the finance industry. Elizabeth Saghi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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