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About Adam Donlevie

Adam Donlevie, CFP®

Advisor

805.569.1982
adam@tremblayfinancial.com

BS in Finance / Minor in Economics / Susquehanna University

Series 7, 66

CA Insurance License #0G24280

Adam Donlevie offers securities through Centaurus Financial, Inc., member FINRA/SIPC for residents of the following state(s): AZ, CA, MD, NH, TX.

Adam Donlevie offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): CA, NH.

Learn More About Working With A CFP Professional

Our Investment Approach

Our proprietary approach to investing, called the TRIAD, 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

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 25 years and won multiple Reader’s Choice awards as the best financial advisor in Santa Barbara.

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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