Contact Us
FINRA

Home
About
Services
Case Studies
Checklists

Schedule a Call

Schedule a Call



stacy@capitalbfinancial.com



(805) 270-2002

}

Monday-Friday 8AM-5PM

(We are a virtual office with in-person concierge meetings upon request.)

Contact Us

Name*
First Last
Email*
Message*
Phone
This field is for validation purposes and should be left unchanged.

Women facing life transitions need peace of mind about their finances. At Capital B Financial we build strong plans so you can enjoy this next chapter in your life knowing you are financially fit and feeling confident about your future.

Capital B Financial Planning, LLC.

(805) 270-2002
stacy@capitalbfinancial.com

Monday-Friday 8AM-5PM
We are a virtual office with in-person concierge meetings upon request.

Capital B Financial Planning, LLC (“CBFP”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CBFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemptions. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CBFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Privacy Policy / ADV / CFP Certificate

©2024 Capital B Financial Planning, LLC. | StoryBrand website design by Moxie Tonic.

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.

Cookie settings ACCEPT

Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.