About Us

Santa Barbara Financial Planner, Eva BarberiI am Eva Barberi CFP® and I always have your back.

When it comes to finances, you not only need a financial advisor with expertise in planning and strategy, but one who is your true advocate and always has the client’s best interests in mind.

This is an integral part of my commitment to you at Eva Barberi Financial Planning. Your financial well being is a critical element in achieving your unique life goals and it guides my drive to earn your confidence and respect at every step.

As a financial advisor specializing in servicing small business owners, entrepreneurs and professionals, I understand the unique challenges you face. As a professional woman, I personally understand what it takes to successfully balance a career and family life.  My experience at leading accounting and financial planning firms, provides an invaluable big-picture perspective that elevates every plan I create.

The right expertise.

I am proud to back my services with the right expertise, including a Bachelors of Science in Business Administration with emphasis in financial planning, from California State University, Northridge; completion of Certified Financial Planning programs at Boston University and University of California at Los Angeles; and designation as a CERTIFIED FINANCIAL PLANNER™ professional.

Here’s what you can expect:

  • A CERTIFIED FINANCIAL PLANNER™ professional
  • A full range of business and personal services
  • Specialized strategies for any stage of your business or personal life
  • Personal financial planning service in the Santa Barbara area and beyond through in-person meetings, telephone, and video conferencing
  • Ongoing support and plan review
  • Collaboration with your CPA, attorney, mortgage professional, insurance broker, or other members of your team

contact-us-button

Comments are closed