“I believe in truly getting to know your financial world, which helps me provide advice that aligns with what matters most to you.”
OWNER AND FINANCIAL ADVISORApryl Waldman
Montecito Financial was established in Santa Barbara in 2004, Apryl joined the firm in 2019 and now serves clients in 14 states across the country. Apryl brings over 20 years of experience in financial services including money managers, hedge funds, and alternative assets. Her career began in San Francisco and has taken her through major financial centers including New York and Seattle, where she gained broad exposure across the investment landscape. Today, she focuses on creating personalized financial plans that reflect each client's unique goals, values, and circumstances. Apryl's approach is rooted in building lasting relationships and delivering thoughtful guidance across all aspects of personal finance-from retirement planning and wealth preservation to education funding and legacy strategies.
Born in San Diego while her father served in the Navy she traveled extensively growing up but has always considered the West Coast home. Apryl and her husband, Erick enjoy travel, share a love of sailing, hiking and hosting friends and family including their 12 nieces and nephews on their small farm in Bellingham WA.
Apryl holds an Associates degree from the California Culinary Academy.
LICENSESFinra Series 7, 24, 63, 65. Registered Principal.
Washington Insurance #1029169