Hello!! I am Trisha Jean Webb and I am pleased to have you here.

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Portfolio

About

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I’m an American finance broker/advisor based in Santa Barbara CA.

I specialize in helping develop and maintain a financial plan that takes into account the specific challenges facing you at every stage of life. Contact me to find out if I am currently available.

This page is named about, not about me. That’s because I would love to hear your story too

DROP ME AN EMAIL.

My Services

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BUILDING
WEALTH

Once i understand your needs, the next step is to implement your plan with a managed portfolio. My network of full-time professional discretionary investment managers use objective, time-tested strategies to build cost-effective, tax-efficient portfolios to match your risk-return profile. Whether your objective is a steady low-risk return or a more active growth target, our asset managers take care of all the details. And our commitment to oversight, regular reporting, and rebalancing ensures your portfolio stays on track to achieve your goals.

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Insurance
Solutions

Insurance can be an effective tool to protect your financial security while leaving a larger estate for your beneficiaries, providing a cushion for transitioning a business to the next generation, and covering taxes and other major expenses resulting from estate liquidation.I will assess your current insurance coverage and identify any risks to your financial security, filling any gaps in coverage, including death, disability, and critical illness.I will show you how to get better value for premiums paid by managing insurance as a cost-effective defensive strategy.

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Equity
Investments

I help you buy shares through a stock broker on a stock exchange market while trading at a lower price. They monitor the shares’ performance at the stock market, and when the share price goes up, and sell them at a profit. This bring about more diversification in the asset allocation of your portfolio.

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Debt
Financing

Save your business from lot's of trouble by leveraging on our financing to get your business up to speed in no distant time.

My Skills

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0 % Gap Analysis
0 % Management Strategy
0 % Debt Financing
0 % Stock Broking

Why you need a wealth manager

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  • A good wealth manager helps save time by doing all the heavy lifting for you, so you can spend more time doing what is most important to you—living life.
  • Life is busy. There’s no doubt that your day is full of stressors. Working with a wealth manager can help alleviate some of those worries.
  • It is beneficial to have an impartial third party available to hold you accountable. Your finances are no exception. A Wealth manager can be that impartial third party you need to help you stay on track.
  • People who are Registered Investment Advisors (RIAs) are held to strict fiduciary standards, which means that the law requires them to always put their client’s interests first. They are also required to disclose every method in which they are compensated.
  • You may not have access to all possible investment options if you don’t use a wealth manager. For example, there are certain mutual funds that are only available through an advisory relationship. Working alone, you wouldn’t have access to these investments. A reliable investment manager will have their investment committee regularly screen these exclusive options to determine if they are suitable for you.
  • An experienced wealth manager will be able to discuss your wishes and provide insight and guidance that you simply cannot get when you go it alone. Relying on a trusted wealth manager can also help you avoid generalized investment advice and schemes that may not fit your specific needs.
  • One of the most important (and often overlooked) factors in successful investing is proper tax planning. A wealth manager can structure your investments in appropriate accounts so that you can maximize tax savings.
  • Part of a professional wealth managers job is to constantly keep abreast of market changes. Not only that, they strive to be aware of specific details that can affect your individual investments. A trusted wealth manager will help you stay up to speed on market conditions so you can make better decisions.

    • My Happy Clients

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    “
    "Thanks to your strategy we discovered and realised our brand could yield so much more than what we thought. We're extremely happy about the results".
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    Felipe Borghi

    C.E.O
    “
    "Not only did you inspire my saving and investment habit, but the actual business results we were able to accomplish with you taking the wheel were amazing."
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    Nicola Grazioso

    Investor
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    "It seems like a trivial thing for us now, but thanks to Trisha we have realised that all wealth creation choices must have a strategic basis."
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    Erica Miller

    CEO & Founder

    FAQ

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    1What are your operational licenses?

    I've successfully passed 6 broker examinations with 18 year(s) experience as proof of my professionalism and efficiency in Investment Advisory including handling clients' portfolios and suggesting alternative investment areas. (CRD#: 2797394)

    2 What are your educational qualifications?

    State Securities Law Exam
    Series 65 - Uniform Investment Adviser Law Examination
    Nov 5, 1999

    Series 63 - Uniform Securities Agent Law Examination
    Apr 29, 1999

    General Industry/Products Exam
    SIE - Securities Industry Essentials Examination
    Nov 24, 2017

    Series 7 - General Securities Representative Examination
    Apr 22, 1999

    Principal/Supervisory Exam
    Series 9 - General Securities Sales Supervisor - Options Module Examination
    Sep 27, 2010

    Series 10 - General Securities Sales Supervisor - General Module Examination
    Mar 19, 2007

    Series 9 - General Securities Sales Supervisor - Options Module Examination
    Feb 26, 2007

    3What’s your process?

    Over the span of my career i have managed over $6.7 billion and have provided investment advisory services to 439 clients (1:43 advisor/client ratio) I give a certain degree of security on my clients investments, making sure that they never lose out completely on a trading or investment deal. I employ the use of the following; Learn, StrategIize, Create, Monetize, Manage. Do you want to know more? My work process →

    4How much does it cost to hire your services?

    I don't have a price list. The clients I work with are all unique and different from each other, as are the services I offer to them. This implies that the prices are also customised according to the scope of wealth being managed. To get an idea of the price of the services you need, book a meeting with me.

    Get In Touch

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    Email trishajeanwebb@gmail.com