Elizabeth Saghi

CFP®

Abundant Wealth Partners, LLC

Partner

Elizabeth Saghi

CFP®

Abundant Wealth Partners, LLC

Partner

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Elizabeth Saghi, CFP®

Elizabeth Saghi is a Santa Barbara, CA financial advisor and investment manager. Abundant Wealth Partners, LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Elizabeth Saghi is a fiduciary financial planner.

Elizabeth Saghi, CFP®, joined Abundant Wealth Partners in 2017. She has over 30 years of experience in the financial services industry, working for major investment banks in London, New York and San Francisco. Prior to partnering with Abundant Wealth Partners, Elizabeth was the founder and sole proprietor of InAlliance Financial Planning, based in Santa Barbara. She holds a Bachelor's degree from Boston University and earned the Certified Financial Planner designation after completing studies at the College of Financial Planning in Denver. Elizabeth has lived in Santa Barbara for 15 years and is very active in the community. She was a founding board member of NAWBO Santa Barbara and served on the Board of the SB Breast Cancer Resource Center for 7 years, where she continues as a volunteer. She also volunteers as the Director of Theater Events for the Pierre Claeyssens Veterans Foundation. Elizabeth enjoys spending time with her family and friends, travelling, playing tennis, dancing and trying new recipes.

Elizabeth Saghi's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)

Abundant Wealth Partners is a fee-only Registered Investment Advisor based in Santa Barbara, California, serving the western United States. We work primarily with individuals, couples, and families who need personalized, independent guidance on achieving their long-term goals. Abundant Wealth Partners empowers people to realize abundance in the areas of their lives that matter most to them through careful and purposeful guidance around the many complex issues that intersect money and well-being. 

We are fee-ONLY rather than simply fee-BASED. 100% of our fees are transparent and come from clients. We do not sell any products or earn compensation from any third parties. As such, many layers of conflicts of interest are removed when advising clients. Helping clients is our sole concern. We are also not wed to "rules of thumb" or cookie cutter financial advice, knowing that each client situation is different and therefore requires a unique, thoughtful, independent approach.

Core Values

  • Unwavering loyalty and commitment to the client
  • Passion for helping people
  • Intrinsic motivation to deliver peace of mind
  • Committed to listening attentively, curiously, and without judgment
  • Bound by the highest standards of ethics and integrity
  • Dedication to high touch, personalized service
  • Alignment with successful outcomes
  • Detail-oriented, but continually focused on the big picture
  • Driven by overall excellence

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Elizabeth Saghi is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Elizabeth Saghi is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Elizabeth Saghi is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Alliance of Comprehensive Planners
    Elizabeth Saghi is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

Contact Elizabeth Saghi

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