Kipley Lytel & Montecito Capital Management Awarded 2019 Wealth

Management Firm of the Year for Southern California

Wealth & Finance magazine have announced Montecito Capital Management, and its Founder
Kipley J. Lytel, Winners of the 2019 Wealth & Money Management Award for Southern California.

Santa Barbara, CA, June 21, 2019 --(PR.com)-- Wealth & Finance magazine have announced Kipley
Lytel's advisory firm as the winner of the 2019 Wealth & Money Management Awards. Montecito
Capital Management Awarded Wealth Management Firm of the Year 2019 for Southern California.

Finance management can be a daunting and complicated task, and therefore many individuals, business
people and families look to advisors to support and guide them through the complex process of managing
their money. From ensuring all relevant fees and taxes are paid to supporting clients through monumental
life changes, those working in the wealth management industry often become much more than just
advisors, developing strong relationships with clients and supporting them through thick and thin.

The 2019 Wealth & Money Management Awards are dedicated to rewarding and recognising the hard
work and dedication of everyone working in this vast industry, from including asset managers, financial
planners, HNWI services and specialist banking providers.

Commenting on the program Awards Coordinator Jonathan Hicks said: “Advice, support and assistance
are the key pillars of the wealth management market, and every one of our deserving winners has
demonstrated beyond a doubt that they are dedicated to providing these three skills to all of their clients. I
am proud of every one of my winners and would like to wish them the best of luck in the future.”

To learn more about our deserving award winners and to gain insight into the working practices of the
“best of the best,” please visit the Wealth & Finance website (http://www.wealthandfinance-intl.com)
where you can access the winners supplement.

Background Info Kipley Lytel: Montecito Capital Management Group has been advising clients with
personalized wealth management services since 2004 and the firm's founder, Kipley J. Lytel, CFA, has
been an investment leader and contributing author on financial topics for over two decades. We are a
Registered Investment Advisory ("RIA") firm offering conflict-free counsel to individuals and families
during the accumulation of asset phase, or in retirement.

Kipley James Lytel, CFA has over 25 years of investment finance experience, with expertise in client
portfolio management, financial advisory, retirement strategies and diverse investments, including
equities, fixed-income, alternative assets, stock valuation & ratings, bond credit analysis and real estate
matters. His prior institutional work experience with private funds and investment houses (Pegasus
Group, Pacific Strategic Fund Group, ML Stern) involved portfolio management roles covering bonds,
stocks and other diverse asset classes. He received his Master of Business Administration (MBA) as an
honored Fellowship Recipient from the Peter F. Drucker School of Management at Claremont Graduate
University. Lytel also received his undergraduate Bachelor of Arts (BA) degree in Economics from The

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Claremont Colleges. He holds the Chartered Financial Analyst® designation, is an active volunteer
member of CFA Institute and has been a Regional Expert for CFA Institute's Advisory Panel on
investment management. Lytel has served as a Board of Director for a number of entities, both private
and publicly traded. He has been cited and/or published in Wall Street Journal, Business Week, Barons,
Forbes, Bloomberg Wealth Magazine, Financial Planning Magazine, Seeking Alpha, Investment News
Magazine, Advisor Perspectives, among others.

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Contact Information:
Montecito Capital Management Group
Paul Turner
(800) 943-2295
Contact via Email
http://www.mcapitalmgt.com

Online Version of Press Release:

You can read the online version of this press release at: https://www.pr.com/press-release/787756

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