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.
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.
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.
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.
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.
How Medicare Works
What Life Insurance Can You Borrow From?
Breaking Down the One Big Beautiful Bill Act
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.
We took some of the most important financial and retirement topics and created webinars to help explain them. Watch our past webinars here.
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CA Insurance License #0A61517 | TN Insurance License #3001734464
© 2025 Tremblay Financial Services. All Rights Reserved. Securities and advisory services offered through Centaurus Financial, Inc., Member of FINRA and SIPC, a registered investment advisor. Centaurus Financial and Tremblay Financial Services are not affiliated companies. We take the protection of your data and privacy very seriously. Per the California Consumer Privacy Act (CCPA), please visit the following link to learn more.
