Anacapa Financial, LLC

John Maciolek is a financial advisor at Anacapa Financial, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience in various fields including retail and landscaping. Maciolek is also licensed to sell insurance products. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers additional services such as tax preparation, bookkeeping, and estate document services, tailoring investment strategies to client goals and risk tolerances.

Matthew Chase is a financial advisor at Anacapa Financial, LLC in Ventura, CA, holding a Series 65 designation. He has been with Anacapa Financial since 2022 and has prior experience working in various service and delivery roles. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, retirement plan consulting, tax preparation, bookkeeping, and estate document services. The firm customizes investment advice based on client risk tolerances and goals, employing a range of strategies and reviewing accounts at least quarterly.

Jack Green is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Anacapa Financial, LLC and Purshe Kaplan Sterling Investments, having previously worked at LPL Financial LLC and other firms. In addition to his advisory roles, Jack is a licensed real estate sales agent and serves as a successor trustee for his parents' trust. Anacapa Financial, LLC serves individual clients, businesses, trusts, estates, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates tax preparation, bookkeeping, and estate document services into its offerings and customizes investment strategies based on client risk tolerance and goals.

Garrett Gatch is a financial advisor at Anacapa Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation since 2005. Outside of his advisory role, he owns Concord & Lexington, Inc., a business providing term life and long-term care insurance policies. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm also provides tax preparation, bookkeeping, and estate document services, tailoring investment strategies to client risk tolerances and goals.

Young Kim is a financial advisor with Anacapa Financial, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Anacapa Financial in 2025, he worked at firms including Ameriprise, CUSO Financial Services, and Wescom Financial Services. Outside of advisory work, he is involved in insurance sales and serves as a business consultant and project manager for a construction company. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of services including tax preparation, bookkeeping, and estate document services, and employs a customized investment approach incorporating various strategies and custodial platforms.