Ellis Financial Consulting
Expert Trust, Fiduciary, Accounting, and Financial Planning Services in Santa Barbara, CA
Expert Trust, Fiduciary, Accounting, and Financial Planning Services in Santa Barbara, CA
As the founder of Ellis Financial Consulting, I bring decades of experience to my independent practice. I hold the CFP® (CERTIFIED FINANCIAL PLANNER®) EA (IRS Enrolled Agent), CLPF (California Licensed Professional Fiduciary) and NCG (National Certified Guardian) designations, demonstrating my competence to handle complex wealth management, tax strategy, trust administration, and professional fiduciary duties with the highest standard of care.
I am deeply rooted in the Santa Barbara Community for over 30 years and as such I actively serve as a Court Appointed Special Advocate for CASA of Santa Barbara County and as a Preparer for the United Way of Santa Barbara County's VITA (volunteer income tax assistance) program to promote financial literacy.
California Licensed Professional Fiduciary services managing trusts, estates, and complex family financial dynamics with strict regulatory compliance and objective oversight.
Comprehensive tax strategy and preparation services by an Enrolled Agent. Fiduciary/Court Trust accountings, and Individual, Business, LLC, S-Corp and Trust tax filings.
CERTIFIED FINANCIAL PLANNER® guidance tailored to your long-term wealth accumulation, preservation, retirement, estate planning and charitable gifting goals.