Balanced Wealth Planning, Inc.
Financial Planning in Santa Barbara, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 702 times
Contact Information
| Address | 55 S La Cumbre Rd Unit 12 Santa Barbara, CA 93105 Map and directions |
|---|---|
| Phone | (805) 967-0064 |
| Website | balancedwealthplanning.com |
| Category | Financial Planning · Financial planner |
| Services | financial planning |
About Balanced Wealth Planning, Inc.
Balanced Wealth Planning, Inc. is a financial planning in Santa Barbara, California offering financial planning. Early Google reviews give it a 5.0★ rating from 1 review. The firm appears in the IRS return-preparer (PTIN) directory. Its 5.0★ rating is above the Santa Barbara average of 4.4★ across 68 rated firms.
Hours
| Monday | 9AM-4PM |
| Tuesday | 9AM-4PM |
| Wednesday | 9AM-4PM |
| Thursday | 9AM-4PM |
| Friday | 9AM-4PM |
| Saturday | Closed |
| Sunday | Closed |
Google rating breakdown5.0 · 1 reviews
5★1
4★0
3★0
2★0
1★0
Aggregate review counts from Google.
Details
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Restroom
- Recommends appointment
Questions about Balanced Wealth Planning, Inc.
- Where is Balanced Wealth Planning, Inc. located?
- Balanced Wealth Planning, Inc. is located at 55 S La Cumbre Rd Unit 12, Santa Barbara, CA 93105.
- What are Balanced Wealth Planning, Inc.'s hours?
- Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
- How do I contact Balanced Wealth Planning, Inc.?
- You can reach Balanced Wealth Planning, Inc. by phone at (805) 967-0064, and through its website.
- What services does Balanced Wealth Planning, Inc. offer?
- Balanced Wealth Planning, Inc. is categorized as a financial planning, offering financial planning. Contact the firm to confirm current service offerings.
- Is Balanced Wealth Planning, Inc. registered with the IRS?
- Balanced Wealth Planning, Inc. appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.
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Update this listingListing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.