Skip to main content

About Tim Sweeney

Tim is a Registered Securities Principal, a Registered Investment Advisor Representative, and a licensed Insurance Agent.


A Santa Barbara, California native, Tim attended Bishop Diego High School before graduating from UC San Diego with a Bachelor’s Degree in Political Science. He started his investment planning career in 1984 as a retail bank supervisor and underwriter for consumer loans. He operated a business and asset management firm for 12 years overseeing a number of investment portfolios, real estate and utility syndicates, and developing start up business ventures. In 1995, Tim joined an independent full service brokerage firm as partner, offering a wide range of financial services, investment planning, and securities execution services.

He is a member of the Santa Barbara Chamber of Commerce and an original principal of the Santa Barbara Small Business Development Center. Tim is also a member of The Elks, and an active parishioner at St. Barbara Parish at the Old Mission.

Tim holds the following licenses:

Series 7,9,24,63, and 65

California Insurance License 0B44867

Featured Videos

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.


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.


Want To Be Smarter with Your Money?

Join our mailing list and get news and information to support your financial goals.