(805) 695-2599
Client Login
True Wealth Management Home
True Wealth Management Home
  • Home
  • About 
    • True Wealth
    • Products & Services
  • LPL 
    • About LPL Financial
    • Weekly Market Commentary
    • Fiduciary Focus
    • LPL By the Numbers
    • LPL Research
    • LPL Retirement Plan Tools
  • Blog
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Useful Links
  • Tools 
    • Glossary
    • Tax Resources
  • Client Login 
    • My True Wealth
    • LPL Account View
    • Ameriprise Financial
  • Contact
Client Login

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Have A Question About This Topic?

Thank you! Oops!

Related Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Contact

Office: (818) 334-8246

Office: (805) 695-2599

Fax: (888) 322-3308

4785 Glenbrook Street

Santa Barbara , CA 93110

CA Insurance License # 0E15343

alejandro.ochoa@mytruewealth.net

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

The financial consultants at True Wealth Management are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through True Wealth Management, a Registered Investment Advisor, and a separate entity from LPL Financial. 

    The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, IL, WI