About Dylan Streett
Dylan Streett joined the Tremblay Financial team in June 2021 working as an intern while attending Willamette University where he played basketball and football. Upon graduation, he accepted a full-time position that began in June of 2022.
He was born and raised in Santa Barbara. He graduated from Willamette University in Salem, OR in May 2022 with a degree in Economics and minor in Business. He is excited to be working in his field of study.
In his free time, he enjoys golfing and going to the beach with friends.
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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