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Aaron R
CFP®
Santa Barbara, CA
Abundant Wealth Partners, LLC
Aaron Ritter is a CFP® professional with 15 years of industry experience. He currently serves as an advisor at Abundant Wealth Partners, LLC and also operates as an independent contractor for Avalan, LLC. He receives quarterly note payments from West Coast Financial tied to an equity purchase agreement dated in 2016. Abundant Wealth Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $100 million across 55 client relationships, focusing on portfolio construction, strategic asset allocation, and tax-sensitive trading decisions.
Kristen R
Series 65
Santa Barbara, CA
Abundant Wealth Partners, LLC
Kristen Ritter is a financial advisor at Abundant Wealth Partners, LLC with three years of industry experience. She holds a Series 65 credential and previously worked for the Santa Barbara Unified School District for twelve years. Abundant Wealth Partners, LLC is a small investment advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management, financial planning, and limited estate administrative support. The firm employs long-term risk-adjusted return analysis and fundamental reviews in its investment approach, offering both discretionary and non-discretionary services tailored to client goals.
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