Tremblay Financial Services

About Tremblay Financial Services

Financial Advisors In Santa Barbara

Established in 1997, Tremblay Financial Services has been providing the Santa Barbara community with outstanding investment services for over 25 years. Santa Barbara native Tim Tremblay founded the firm based his desire to help clients achieve their financial goals. Tim began his career with several of the largest financial organizations in the nation, where he gained a breadth of financial knowledge. While benefiting from the experience of these institutions, Tim realized the financial model was lacking the personalization and attention that only a local firm can provide.

One of our primary goals is to develop a long-term, trusting relationship with you.

Here at Tremblay Financial, we take pride in the relationships we build with our clients and the care we take with each individual. Since its founding, Tremblay Financial has continuously evolved with the industry in order to provide the best investment options to our clients. From life insurance to college tuition savings plans, from retirement planning to estate planning, the Tremblay team of financial advisors offers a full-service approach, tailor made to fit each individual’s unique financial needs.

In 2014, Tremblay Financial opened an office in Westlake Village, California, so that we may better serve clients in the Los Angeles area. We also recently opened an office in Nashville, Tennessee. Today, Tremblay Financial is proud to serve clients all throughout the United States with the same founding principles that established Tremblay Financial as the go-to financial services firm in Southern California.

Meet the Team

Who We Are

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Advisors

Tim Tremblay

President & CEO

Troy Tremblay

Advisor

Michael Morando

Advisor

Tim Sweeney

Advisor

Adam Donlevie, CFP^®

Advisor

Jim Appel, ChFC^®

Advisor

Jeff Chaffin

Advisor

Debi Stoker

Advisor

Julia Coburn

Advisor

Tremblay Staff

Ryan Burnham

Executive Vice President, COO & CCO

Meghan Bench

Assistant Office Manager

Dylan Streett

Client Service Representative

Marcia Tremblay

TFS Staff

Vanessa Tremblay

Digital Marketing Coordinator

Dorothy Ellen Fitzgerald Tremblay (November 24, 1926 – August 28, 2020)

Tim’s mother, Dorothy, worked for him for 26 wonderful years. She was a source of joy for everyone at Tremblay Financial. She started her career with the Los Padres National Forest Service in 1964, retiring at age 65. During her time with the Forest Service, she became the first woman to achieve the position of “Personnel Officer”- a source of great pride for her. She brought all that wisdom and dedication to her work at Tremblay Financial. A day does not pass where she is not missed, but her “work family” knows that she is in a better place.

The 3 Biggest 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 nearly three decades and has been voted among the best financial advisors in Santa Barbara.

Your financial health is just as important as your physical health. And just as you may already have a primary physician to look over your physical health, you may already have a financial advisor to look over your financial health.

However, when it comes to a major medical decision, you’d likely want a second opinion, right? The same care and concern should be given to your financial health, and Tremblay Financial Services would be happy to offer that second opinion. Your “financial health checkup” is free.

What do you have to lose? Chances are, it’s more than you might realize.

We Are Committed to You

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we’ll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the materials on our website. If something prompts a question, please send us an email or call the office.

888.569.1982 EMAIL

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