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About Westlake Village

Tremblay Financial Services set up offices in Westlake Village CA in 2014 in order to better serve our clients located in Los Angeles, just an hour away from Santa Barbara depending on traffic. With its gorgeous walking paths and incredible bike trails, we love our Westlake Village location and invite you to set up an appointment with us. Consultations are complimentary!

Westlake Village Office

32129 Lindero Canyon Road Suite 107
Westlake Village, CA 91361

Office: 805.569.1982
Toll-Free: 888.569.1982
Fax: 805.569.5767

By Appointment Only

Tremblay Financial Services was established in 1997 in beautiful Santa Barbara. Just 92 miles north of Los Angeles, we enjoy our view of the Santa Ynez Mountains every day, and our region is proudly becoming known as one of the best wine producing areas in the world. Through the years, our community has become our friends and family. We are committed to providing top-notch financial advisory and retirement services, and we are proud that our Santa Barbara community has seen fit to grant us multiple awards for our work throughout the decades.

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 nearly three decades and has been voted among the best financial advisors 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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