About Me !!
I am a young president of Montecito-based Filippini Financial Group(i.e. Filippini Financial Group, Inc.). Filippini Financial Group, Inc. a true wealth management advisory firm, we understand our clients desire one full-service group they can turn to for all of their financial needs. To accomplish this goal we built an independent family corporation designed to guide our clients in every area of their financial life. Our firm has five integrated divisions working closely together to effectively manage the many areas of wealth: Investments, Tax Planning, Estate Planning, Insurance, and Real Estate. Our clients utilize our firm in some or all of those areas.