Portola Creek Capital opens Santa Barbara office

Portola Creek Capital opens Santa Barbara office

We are delighted to announce the opening of our new office at 1117 State Street in downtown Santa Barbara. This historic location has a long tradition as the social, economic, and cultural center of the city. We are excited to carry on that tradition.

“Santa Barbara has been an important region for us throughout our careers, and it is home to many of our clients”, says Todd Wilson, CEO of Portola Creek. “We are thrilled to have such a gorgeous space for client meetings. This is also a fantastic opportunity for us to sit next to like-minded people at ImpactHub.”

Call to schedule a meeting with one of our professionals today.

415–990–9499
info@portolacreek.com

PORTOLA CREEK SERVICES
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Generational Wealth Transfer
- Small Business Consulting
- Decision Analysis

Want to see a sample portfolio?

If you would like to complete our ESG questionnaire, we would be happy to illustrate a sample portfolio that is aligned with YOUR personal values.

Download our Client Questionnaire

Directions:

1. Download our Client Questionnaire.

2. Fill out and Save the file.

3. Email the document to info@portolacreek.com

We are looking forward to your email.

Visit the Portola Creek website at www.portolacreek.com to learn more about the firm’s impact investment management practices and see if your investment portfolio is aligned with issues that matter the most to you.


Contact Us:

San Francisco HQ: 
44 Tehama Street, San Francisco, CA 94105
Santa Barbara: 
1117 State Street, Santa Barbara, CA 93101

Email: info@portolacreek.com
Phone: 415–990–9499

Additional information about Portola Creek Capital is also available on the SEC’s website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for Portola Creek Capital is 288119.


Media and press inquiries should be directed to: Melanie Graham, Director of Marketing @ Portola Creek: melanie@portolacreek.com