The team
A family practice in Santa Barbara. Two brothers, four licenses, one conversation.
They grew up working in their father’s wealth-management business. The work is still the same idea: sit with a family long enough to see how investments, tax, insurance, and real estate actually interact — then do something about it.
President, Filippini Wealth Management, Inc.
Ian’s work spans investment advisory, tax preparation, real estate, and insurance — a combination that is unusual on purpose. He serves on the board of 911 At Ease International and previously served on the board of the Mental Wellness Center of Santa Barbara.
Investment Advisor Representative
Alex grew up in the same office. He is an Investment Advisor Representative and a licensed California insurance agent. He volunteered with the Mental Wellness Center of Santa Barbara beginning in 2013 and later served on its board. He works alongside Ian with the same families, not as a separate book.