Montecito Capital Management Group I Kipley Lytel | Los Angeles, CA

Service Area: Los Angeles, CA
Team Size: 4 employees
Business Duration: 21 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Investment review
Life insurance review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

Our financial advisory firm offers portfolio management, comprehensive investment advisory services, modern portfolio strategies, financial plans and retirement solutions.

We are ranked top 3% in nation by Paladin Registry (Five Stars) and Forbes Top 10 Most Dependable Wealth Managers in Southern California.

License

- License Holder: Kipley Lytel
- License Type: Investment Advisor (CA)
- License number: #Firm: 123266

Verification

Background Check
- Kipley Lytel
- Completed on 8/4/2025

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