Santa Barbara, CA Office

Riley Johnson is a financial advisor at Cerity Partners LLC based in Santa Barbara, CA, holding a Series 65 designation with two years of industry experience. His prior roles include working at West Coast Financial, LLC and Epic Cruises Inc., as well as a five-year period at Westmont College. Cerity Partners serves a diverse client base, providing customized wealth management services that include investment management, financial planning, and alternative investment solutions. The firm’s investment approach integrates proprietary quantitative analysis and access to private market opportunities through affiliated platforms.

Kendall Albert is a financial advisor at Cerity Partners LLC with the Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2025, Kendall was a student at UC Santa Barbara and worked full-time in education for five years. Cerity Partners advises a diverse client base including individuals, families, trusts, institutional investors, and charitable organizations, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach combines proprietary quantitative analysis with third-party strategies and direct security selection, and offers access to alternative and private market solutions alongside OCIO services.

James Weimer is a CFP® and holds a Series 65 license with nine years of experience in financial advising. He has worked at Cerity Partners LLC since 2025 and spent the prior nine years at West Coast Financial, LLC. He is based in Santa Barbara, CA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Kristen Koch is a CFP® with 23 years of industry experience, currently serving at Cerity Partners LLC. Prior to joining Cerity Partners in 2025, she held positions at West Coast Financial, Pivot Independent Financial, Cambridge Investment Research Advisors, and Centaurus Financial. She is a member and general partner of West Coast Financial, LLC, which manages several private real estate funds outside of Cerity Partners. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, with approximately $166 billion in client assets under management. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and customized access to private market solutions.

Lisa Neff is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Cerity Partners LLC. Her prior roles include positions at West Coast Financial, LLC, Alpha Titans LLC, and PartnerVEST Advisory Services LLC. She is a board member and chair of the Investment Committee for the nonprofit Channel Islands YMCA. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, integrating quantitative screening, manager selection, and access to alternative and private market solutions.

Clayton Murdy is a CFP® and Series 66 credentialed advisor at Cerity Partners LLC with 24 years of industry experience. He previously worked at West Coast Financial, LLC, Pivot Independent Financial, LLC, Cambridge Investment Research Advisors, Centaurus Financial, Inc., and VOYA Financial Advisors, Inc. Murdy serves as a trustee, treasurer, and chair of the financial committee for Crane Country Day School in Santa Barbara, CA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services integrating quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions and affiliated business platforms that provide expanded service options.

Sara Feder is a CFP® with nine years of experience in the financial services industry. She joined Cerity Partners LLC in 2025 after nine years at West Coast Financial, LLC. Feder is based in Santa Barbara, CA. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and other investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a combination of proprietary investment strategies and affiliated business platforms.

Aaron Simmons is a CFP® with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at West Coast Financial, LLC, and has held roles at Pali Wine Co and the University of California. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm emphasizes customized wealth management through client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions along with OCIO services.

Joseph Ferreira is a CFP® with 15 years of experience in the financial industry. He is currently a member of Cerity Partners LLC, having joined in 2025 following the merger with West Coast Financial, LLC, where he worked for eight years prior. He serves as a general partner in several private real estate funds associated with West Coast Financial. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services with an investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Jessica Layman is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at West Coast Financial, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Dorienne Larbig is a financial advisor at Cerity Partners LLC with a Series 65 designation. She joined Cerity Partners in 2025 and has prior experience working for the City of Santa Barbara and UC Santa Barbara. Her background includes roles outside traditional financial advising, spanning public service and academia. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening with third-party strategies and direct security selection.

Dalton Dixon is a financial advisor at Cerity Partners LLC with seven years of industry experience and holds a Series 65 designation. He previously worked at West Coast Financial LLC for six years and has been involved with the United Boys & Girls Clubs of Santa Barbara County and UC Santa Barbara. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Colin Hyatt is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Montecito Bank and Trust, OneReef Worldwide Stewardship, and various other enterprises. Outside of finance, his background includes employment in sectors such as hospitality and brewing. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and combines proprietary quantitative methods with direct security selection and access to alternative and private market solutions for qualified clients.

Alissa Rennacker is a CFP® and holds a Series 65 license with eight years of industry experience. She currently serves as a financial advisor at Cerity Partners LLC, joining the firm in 2025 after eight years with West Coast Financial, LLC. Based in Santa Barbara, CA, her background includes comprehensive financial advisory roles. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific Investment Profiles and asset allocation, incorporating proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Steven Weintraub is a CFP®-certified financial advisor at Cerity Partners LLC with 29 years of industry experience. Prior to joining Cerity Partners in 2025, he spent 33 years at West Coast Financial, LLC, where he also serves as a member and general partner in multiple private real estate funds as an outside business activity. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services that combine proprietary quantitative screening with both third-party and direct security selection.