About Troy Tremblay
Troy Tremblay has more than 20 years of experience in the financial services industry, holding Series 7 and Series 66 securities registrations as well as insurance licenses for life and annuity products. Troy is currently licensed to work with clients in Tennessee, South Carolina, Virginia, Kentucky, Florida, California, Colorado, Arizona, Washington, Hawaii, and Minnesota. He’s been the recipient of the Centaurus Financial Quantum Leap Award four times, and received Centaurus Financial’s Top Branch Award many times.
Troy Tremblay serves clients in California as well as Nashville, where he recently opened our newest location.
Troy Tremblay offers securities through Centaurus Financial, Inc., member FINRA/SIPC for residents of the following state(s): CA, CO, FL, HI, KY, PA, SC, TX, VA, WA.
Troy Tremblay offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): CA, FL.
BA in Communications Westmont College
Series 7, 66
CA Insurance License #0E08618
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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