About Us

Tremblay Financial Services is a boutique-style investment firm that provides a blend of advisory services and investment vehicles that are tailored for each individual client. As an independent financial firm we have no proprietary investments or products.  Each advisor has the ability to customize each portfolio using different financial organizations as well as asset classes.  We have been in business in Santa Barbara since 1997. 

While we work hard to help our clients with their financial goals, we also take pride in being a part of the community and try to utilize our resources to give back to the people around us in as many ways as possible. Tremblay Financial is dedicated to taking an active role in the community through service events, sponsorships, media broadcasts, and various other outlets.

Please take a moment to learn about the members of the Tremblay Financial team, the types of investments that we provide, and other services available for our clients.