32129 Lindero Canyon Road Suite 107
Westlake Village, CA 91361
info@tremblayfinancial.com
Office: 805.569.1982
Toll-Free: 888.569.1982
Fax: 805.569.5767
By Appointment Only
Financial Advisors Westlake Village CA
Contact Us
Westlake Village Office
About Westlake Village
Tremblay Financial Services set up offices in Westlake Village in 2014 in order to better serve our clients who are 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!
The city of Westlake Village is named after the master-planned community surrounding Westlake Lake. With the lake at the center, the community straddles the line between Los Angeles and Ventura counties, and roughly 60% of the community is in the Ventura County city of Thousand Oaks.
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 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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