Laguna Capital Management is a family-owned and operated financial planning and investment management firm in Santa Barbara that proudly guides retirees, professionals, families, non-profits, and businesses to financial peace in an uncertain world. For more than forty years, members of our family have enjoyed client relationships that can be counted in decades, not just years or months. We have always worked hard to provide financial planning and investment management to help give peace and confidence to our clients.
Please introduce yourself! We would love to meet you and see if we can help.
Jonathan Keith, CFP®
As a CFP® professional, Jonathan works on the firm’s investment strategies and portfolio engineering for LCM’s clients. Jonathan graduated magna cum laude from California Polytechnic State University, San Luis Obispo with a degree in Aerospace Engineering. Following his time working in the engineering field, Jonathan earned his MBA, graduating with honors from the Tuck School of Business at Dartmouth.
R. Kenworth Keith
For over 40 years, Ken has helped families and agribusiness firms manage their portfolios by providing investment planning options and risk-management strategies in the commodity and equity markets. Ken graduated with a degree from California State University, Fresno. Since forming LCM in 2001, he has continued to dedicate his energies to assisting individuals in realizing their estate and financial planning objectives.
Chief Compliance Officer
Josh works on the firm’s investment strategies alongside Ken and Jon. Josh graduated with honors from the University of Chicago with a degree in Economics. Josh then spent six years at Goldman Sachs & Co. Following his time at Goldman, Josh earned his MBA from the Tuck School of Business at Dartmouth.