Judy Pirkowitsch
![]() | CRPC®, CDFA Financial Advisor |
(805) 682-8187
1625 State St
Ste 3
Santa Barbara, CA 93101
My Philosophy
I work with individuals to understand what means most to them and their families. This information provides the foundation for a personalized financial strategy that incorporates their unique goals and objectives. My years of experience have taught me that the best way to achieve financial success is to understand your current situation and develop a plan of action that can be adjusted to reflect your changing needs, fluctuating economic conditions and tax law changes.
Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services and we deliver them when, where and how you want them. It's your choice.
Qualifications
- Chartered Retirement Planning Counselor, 2006
- Mathematics, 1984, University of California at Santa Barbara
Professional Associations
- Executive Women's Golf Association
Community Participation
- Environmental Defense Center, Treasurer, Santa Barbara, CA
- Santa Barbara Special Olympics, Former President, Santa Barbara, CA
- The Third Age Foundation, Sponsor, Santa Barbara, CA
License information
I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct certain business in MD, IN, OH, TX, WI, AZ
CA Insurance # OBO4115
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
- Asset Allocation
- Employee Stock Options


