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About Tim Tremblay

Tim Tremblay

President & CEO


Tim Tremblay has been in the financial business for 40 years. He recently celebrated his 25th anniversary as the President and CEO of Tremblay Financial Services. In that time, Tim has seen his company earn the Santa Barbara News Press Readers’ Choice Award 16 times!


Part of the success of Tremblay Financial Services can be attributed to Tim as a leader. Tim is not only the leader of his company, but he’s also a leader in the financial industry, as a whole.

Since starting his company in 1997, investors have seen a multitude of financial challenges such as the crash of the dot-coms, the Great Recession of 2008, and most recently, the Covid-19 pandemic. As a visionary in the industry, Tim knew that the “run-of-the-mill” asset allocation wasn’t going to get his clients results during those challenging times. The truth is that a scary portion of people at retirement age simply aren’t in a position to live off their retirement. They risk outliving their savings, losing their independence and legacy, and falling behind when it comes to paying for healthcare.

That’s what led to Tim developing Triad: The Ultimate Retirement Strategy For 50 Plus. It helped give his clients the best chance for success, regardless of what the market was doing.

The success of Tremblay Financial Services is also due to the team Tim has built. He’s surrounded himself with family. Tim’s wife, son, daughter, and grandchildren all work at Tremblay Financial Services. In addition to his own flesh and blood, Tim has built a team of financial professionals who each brings unique strengths to the TFS team. Tim considers all of them family.

Tim sits on the boards of several Santa Barbara community organizations. He also presents the “Wednesday Morning Business Report” each week on Santa Barbara’s ABC affiliate television channel, provides a weekly financial report on 101.7 FM, and writes a bi-weekly financial column for the Santa Barbara News Press.

CA Insurance License # 0A61517

Tim Tremblay offers securities through Centaurus Financial, Inc., member FINRA/SIPC, a Registered Investment Advisor, for residents of the following state(s): AZ, CA, CO, DC, FL, HI, IL, KS, MA, MN, NC, NE, NM, NY, OH, OR, PA, RI, TN, TX, WA.

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.


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