Bergquist Wang LLC

We believe time is a Client's most valuable asset and thus best spent on their passions and in comfort knowing their financial affairs are well-managed

BERGQUIST WANG is a boutique firm with the mission of providing highly-personalized, comprehensive, and fee-only financial planning and investment advisory services to clients seeking creative solutions to their unique individual situations.

By performing the intensive and specialized work necessary, we assist our clients in achieving their long-term goals and objectives without the burden of daily management.

Based in Santa Barbara, California, our firm is independent and owner-managed with over 80 years of collective experience. We are a Registered Investment Adviser (RIA) and, as a fiduciary, dedicated to serving the needs of our clients with their interests being of paramount importance.


Financial Services



1114 State St
Suite 300
Santa Barbara, CA 93101
Phone: (805) 568-5313

visit website


Monday: 9:00 am - 5:00 pm
Tuesday: 9:00 am - 5:00 pm
Wedensday: 9:00 am - 5:00 pm
Thursday: 9:00 am - 5:00 pm
Friday: 9:00 am - 5:00 pm
Satunday: closed
Sunday: closed


What's Nearby

Shop & Stroll

Wine & Dine

Arts & Culture

Stay & Play

Subscribe to our Newsletter

Sign Up for Email >

Membership Login