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Brian S
Series 65
Santa Barbara, CA
Summa Capital Management LLC
Brian Schaffield is a financial advisor with Summa Capital Management LLC in Santa Barbara, CA, holding a Series 65 designation and 19 years of industry experience. He has been with Summa Capital Management since 2006 and transitioned his advisory business to ThePARTNERS Wealth Management in 2022. Schaffield serves as the managing member and owner of Summa Capital Management. Summa Capital Management advises individuals, high-net-worth individuals, trusts, and businesses, providing discretionary investment management along with financial planning and consulting services. The firm emphasizes long-term strategic asset allocation with tactical adjustments, managing portfolios that include mutual funds, ETFs, equities, and fixed income, and utilizes a single institutional custodian for client assets.
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