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About Marcia Tremblay

Marcia Tremblay

TFS Staff

805.569.1982
marcia@tremblayfinancial.com

Marcia was born and raised in Santa Barbara, CA. While at Tremblay Financial, Marcia does everything she can to help Tim, and learn more about the needs of our clients and the business. She works to help make things run more smoothly at TFS, their home, and when they travel. She also works with Tremblay Financials many business associates so that our many seminars go well.

Tim and Marcia have always striven to be a TEAM in their desire to help others achieve their financial goals. They have worked together to accomplish this for many years, long before Tremblay Financial Services was formed.

Outside of Tremblay, Marcia enjoys spending her time with her three grandchildren, doing a Bible study with her friends, traveling, cooking, walking on the beach with Tim, reading, and going to the Granada or Lobero Theater for a live performance.

Tim and Marcia have been married for 37 years. They have three children: Troy, Vanessa and Gisele, who is a student at Biola. They are grateful for the knowledgeable and helpful assistants who do so much to make Tremblay Financial a great place to come for financial services.

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

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