Avalan, LLC - Investment Advisers

About Avalan, LLC

Avalan, LLC is an investment adviser headquartered in Santa Barbara, California, and it is one of the investment advisers in California. The firm reports $621.83 million in regulatory assets under management and has 11 employees. It is also listed in the directory of US investment advisers. One of its advisory associates, Elizabeth Saghi, is a fee-based Certified Financial Planner who serves individuals and small businesses across the country. As a CFP, she describes herself as a fiduciary who must act in her clients' best interests. She has more than 30 years of experience as a financial advisor, including work at investment firms in New York, London and San Francisco, and earlier served as marketing manager for the wealth management division of Santa Barbara Bank & Trust. Her practice is independent, though she is affiliated with Avalan. She holds a BS from Boston University and a Certificate in Financial Planning from the College of Financial Planning in Denver. Her outreach focuses on helping women become financially literate and confident in their financial decisions, through educational articles and tools. The information she provides is for general purposes and is not investment, tax or legal advice.

Key Facts

Assets Under Management

$621.83M

Employees

11

SEC File Number

801-107405