Kipley Lytel’s Advisory Firm Ranked Top 20 Financial Advisors Out of 897 for

2019

Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA are honored to have
again been ranked in the Top 20 Financial Advisors List for the year of 2019 particularly given the
depth of 897 candidates considered.

Los Angeles, CA, July 03, 2019 --(PR.com)-- For the third year in a row, Expertise has selected
Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial
Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 897
advisors in Los Angeles, California.

Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA are honored to have again
been ranked in the Top 20 Financial Advisors List for the year of 2019 particularly given the depth of 898
candidates considered. According to Managing Wealth Advisor, Kipley J. Lytel, CFA, “We appreciate
the accolade of excellence and the rigorous selection process employed by Expertise, which includes a
three-step process that scored financial advisors on more than 25 variables across five categories; these
analyzed the results provide a hand-picked list of the best financial advisors in Los Angeles, California.
Indeed, the five determining factors of Reputation, Credibility, Experience, Availability &
Professionalism are a 'best of breed' hallmark of our California-based wealth management practice.”

Expertise serves communities by filtering the best experts by area of profession. First, they flag and
remove any business with a history of dissatisfied customers, or with limited online information that
makes them difficult to contact. Second, they use an in-house software to grade each business on 25
variables across five judgment criteria, which include:

Reputation:
A history of delighted customers as a signal of outstanding service.

Credibility:
Building customer confidence with licensing, industry accreditations, and awards.

Experience:
Masters of their craft, based on years of practical experience and education.

Availability:
Consistently approachable and responsive, so customers never feel ignored.

Professionalism:
Providing customers a seamless experience both online and off.

Third, Expertise hand picks the best. Once the businesses are ranked, Expertise's team manually reviews
the highest scoring results to ensure that we can proudly stand behind each of selections. They then gather

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all of the relevant contact information, and write detailed descriptions to give their readers a clear
overview of each business.

Background Information on Kipley Lytel and Montecito Capital Management Group: Registered
Investment Advisory firm serving Central and Southern California with offices in Santa Barbara and Los
Angeles. The firm has been listed in Forbes as a Top 10 Most Dependable Wealth Manager and holds the
coveted “Five Star” ranking from Paladin Registry. Montecito Capital Management Group has been
operating in the financial advisory business since 2004 and its founder, Kipley J. Lytel, CFA, has been an
investment leader & contributing author on financial topics for over two decades. The firm offers
independent, world-class investment expertise and flexible financial road maps to clients on an ongoing
basis. The wealth management practice advises individuals and families on their financial affairs during
the accumulation of asset phase, or after they have reached retirement. As a team, they offer portfolio,
financial and retirement planning specialty counsel with a range of expertise designations, such as Master
of Business Administration (MBA), Chartered Financial Analyst (CFA) designation and Certified
Financial Planner (CFP) designations. Montecito Capital Management Group has two conveniently
located offices in Santa Barbara and Los Angeles, California.

Contact Us: Montecito Capital Management Group, (800) 943-2295 - contactus@mcapitalmgt.com -

http://www.mcapitalmgt.com

Santa Barbara Office Location: 225 East Carrillo, Suite 203, Santa Barbara, CA 93101

Los Angeles Office Location: 522 S. Sepulveda Boulevard, Office 207, Los Angeles, CA 90049

Media Contact: Paul Turner at Montecito Capital Management Group

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Contact Information:
Montecito Capital Management Group
Paul Turner
(800) 943-2295
Contact via Email
http://www.mcapitalmgt.com

Online Version of Press Release:

You can read the online version of this press release at: https://www.pr.com/press-release/788719

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