Ian Filippini

A longtime Santa Barbara resident, Ian Filippini is dedicated to offering the wealth management industry’s most comprehensive array of financial planning and advisory services. Ian Filippini has repeatedly demonstrated that he is more than capable of meeting the unique needs of clients through his role as president of Filippini Wealth Management.

Mr. Filippini assumed his current position as the president of Filippini Wealth Management by proposing an ambitious vision for the future of the firm but promising to adhere to a pragmatic approach in order to ensure its eventual realization.

In leading the Santa Barbara-based wealth management group, Mr. Filippini has had the opportunity to develop and implement a number of strategies specifically designed to benefit clients of Filippini Wealth Management. Relying on the firm’s expert personnel as well as advanced financial analytics of his own design, Mr. Filippini has earned a reputation for employing a highly effective leadership style that ensures a feeling of empowerment among the firm’s professionals and establishes a sense of mutual trust between the firm and its clients.

Santa Barbara features famous mountain ranges and a beautiful stretch of Pacific Ocean shoreline. Mr. Filippini remains as dedicated as ever to exceeding the expectations of every client in need of guidance in any aspect of wealth management. An advocate for advanced preparation and thorough analysis concerning all components of one’s financial matters, Mr. Filippini has enjoyed a long and successful career by simply abiding by the same philosophy he so often shares with clients of Filippini Wealth Management.


 1. What was your best/favorite subject in school?

I was and still remain quite intellectually curious, so I enjoyed all of my classes and performed reasonably well across all subjects. Any one of the economics or finance courses could easily be considered a personal favorite of mine.


2. What was your first job?

Knowing the career I wished to pursue at such an early age, my first work experiences were mostly internships with a number of different financial institutions.


3. Where and how did you first get into the industry you currently work in?

A lack of stability or even a weakened sense of confidence concerning one’s financial future can have deleterious effects on an individual’s ability to reach his or her potential, which was part of the reason I was so motivated to pursue a career in wealth management and financial advisement.


4. How have those jobs prepared you for what you do now?

Due to the fact that I leapt at every opportunity to work as an intern in so many different financial institutions, I developed a level of experience and expertise in such a wide variety of subjects that I have been able to apply my broad skill set in creating a full-service wealth management firm in Filippini Wealth Management.


5. Describe the best day of work you’ve ever had.

It is easy to recognize when a client is excited about our services or a new hire really believes in our core principles, so I feel tremendous pride on any occasion in which the value of our firm is so clearly affirmed and reinforced.


6. How do you keep yourself motivated?

The wealth management industry is hardly static in any respect, so I am consistently motivated to remain several steps ahead of any emerging trends for the benefit of the clients who have placed their trust in Filippini Wealth Management.


7. What kind of business ideas excite you most? 

There is something wonderful about an idea that challenges the manner in which something has always been done for such a long period of time, especially since so many industries become stagnant and fail to recognize obvious opportunities for improvement due to nothing more than a sense of complacency.


8. Have you ever tried any unorthodox techniques to attract attention to your business?

While I have considered the use of unorthodox techniques, I have yet to feel any pressing need to do so. I will not, however, rule out such a possibility in the future.


9. What personal achievement are you most proud of?

I’m proud that the core principles and company values associated with our wealth management firm have been adopted or applied by so many startups – not to mention several established competitors.


10. What wisdom you would have liked to share with yourself when you first started out?

I would have shared an important lesson I learned very early on in my career: Taking on more responsibilities might appear to be noble, but attempting to do too much all at once is not necessarily in the best interest of the company.