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Tremblay Financial Services has been voted among the TOP FINANCIAL ADVISORS in Santa Barbara for more than 16 years in a row.

Financial Advisor Santa Barbara

We help investors age 50+ transition into their golden years and achieve financial freedom so that they can reinvent their lives. As your financial advisor in Santa Barbara, we believe it is time for you to say goodbye to your retirement concerns and start designing your dream retirement today by booking a call with one of our dedicated advisors.

Our Services

Every plan we put together at Tremblay Financial Services is customized to your unique retirement goals. Explore and learn more about the services we offer, including retirement planning, estate planning, investment management, life insurance, and retirement income solutions which may be included in your custom retirement plan.

Retirement Planning

Estate Planning

Investment Management

Life Insurance

Retirement Income

Our Mission at Tremblay Financial Services


Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

The Top 3 Retirement Concerns

Will I Have Enough Money?

Will I Be Able to Afford Healthcare?

Will I Be Able to Maintain My Lifestyle, Independence and Legacy?

Learn About Our Solutions

Benefits Of Working With Tremblay Financial Services

  1. The people we meet with come away with a clear picture of where their financial health is at and a road map that spells out their financial goals and how to tackle the 3 big retirement concerns.
  1. We hand our clients “The Triad”—our proven code for successful investing, even during challenging periods of market volatility.
  1. Our clients can rest easy knowing they’re supported by a financial team that’s been in business for nearly three decades and has been voted among the best financial advisors in Santa Barbara.

Our Investment Approach

Our proprietary approach to investing, called the TRIAD process, diversifies your investment portfolio into three categories: safe, income, and growth. This approach has a greater chance of providing you a cushion during times when the market is performing poorly.

Our Approach

Resources for You

Tremblay Financial Services is committed to our community and we seek to bring more awareness about financial and retirement issues to everyone through hosting events, publishing articles and providing live and on-demand webinars. Please explore more by clicking these links.

Life Insurance Awareness Month
What Life Insurance Can You Borrow From?Life Insurance

What Life Insurance Can You Borrow From?

Tim TremblayTim Tremblay2025-09-25
Breaking Down the One Big Beautiful Bill ActRetirement PlanningTax Planning

Breaking Down the One Big Beautiful Bill Act

Tim TremblayTim Tremblay2025-08-20
The Pursuit of Financial Freedom In RetirementFinancial PlanningRetirement Planning

The Pursuit of Financial Freedom In Retirement

Tim TremblayTim Tremblay2025-07-17

Attend an Event

We routinely host educational workshops, seminars and webinars that offer solutions to our clients’ most common problems. We’d love for you to join us.

Events

Watch Our Webinars

We took some of the most important financial and retirement topics and created webinars to help explain them. Watch our past webinars here.

Videos

Want To Be Smarter with Your Money?

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