A complete list of active advisors currently associated with Santa Susana Financial, LLC

Warmer can help you find a great advisor at Santa Susana Financial, LLC or one who fits your needs even better.

Santa Susana Financial, LLC provides integrated financial planning and investment management services to individuals, including high‑net‑worth clients. Services described in the brochure include ongoing tailored portfolio management, comprehensive financial planning, and optional tax return preparation offered only to advisory clients. The firm develops individualized investment policies and uses a mix of passive and active strategies, applying fundamental, technical, and cyclical analysis along with mutual fund and ETF selection. As a fee‑only adviser, SSF charges flat annual fees rather than the more common percentage‑of‑assets model, a billing approach that is atypical among independent peers. Noteworthy features include that SSF is a newly registered adviser that reported no assets under management as of the brochure date and requires clients to establish custody accounts at Charles Schwab for execution and custody. The firm does not offer performance‑based or wrap fee programs and discloses that tax preparation is available as an add‑on service for clients.

To learn more about the advisors currently working at Santa Susana Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Noah Echavarria	Simi Valley, CA	4

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