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Montecito Financial Services
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Montecito Financial Services
Home
Who We Serve
Our Services
About Us
Get Started
Home
Who We Serve
Our Services
About Us
Get Started

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2026 Montecito Financial Services
Securities and advisory services offered through Centaurus Financial, Inc., a registered investment advisor and member FINRA/SIPC. 800-880-4234
Montecito Financial Services and Centaurus Financial are unaffiliated.
Licensed to sell securities in the following states:
CA, OR, WA, DC, MI, MO, IN, TX, CO, GA, FL, DC, WV, NY, MD, ID

Tel: 206.588.3983 
awaldman@cfiemail.com