About Debi Stoker
As a financial advisor with Tremblay Financial Services, Debi specializes in guiding clients through the complexities of financial planning with a focus on protection, growth, and lasting income. Her path into this profession was shaped by a lifetime of experiences outside the traditional financial industry. Serving others as a flight attendant, leading teams in management, helping people reimagine their environments through design, and even co-authoring a published book. Each role strengthened her ability to listen, connect, and create solutions tailored to unique needs.
Biography:
Debi works within the firm’s signature TRIAD approach, which emphasizes protecting assets, growing investments and generating reliable income. What sets her apart is not just financial knowledge, but the ability to understand clients’ real-life challenges and goals and provide clarity and confidence in the process. Her ultimate goal is to make financial planning a different kind of conversation. A conversation that puts people first.
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.
Benefits Of Working With Tremblay Financial Services
- 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.
- We hand our clients “The Triad”—our proven code for successful investing, even during challenging periods of market volatility.
- 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.
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.
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