William Toner (AIF®, CFP®)

William Toner focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)

Additional Information

Plains Coastal is an independent fee-only fiduciary financial planning & wealth management firm located in Santa Barbara, California. We bring the best financial strategies and solutions directly to you, creating a simple, fun and effective experience for you to make financial decisions and manage your money.

 

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NAPFA Start Date

July 16, 2018

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This Office

1482 E Valley Rd Ste 241 Montecito, CA 93108-1200 Phone: (805) 855-0292