|
Tim Tremblay, President
Born October 6, 1953 in Spokane, Washington, the third of five children, Tim Tremblay was fortunate to move to southern California where he and his family have lived since 1959. He has lived in Santa Barbara since 1964. He and his wife, Marcia, have been married 31 years and have three children and three grandchildren. Football has played a dramatic role in his life, beginning the day he entered Bishop Garcia Diego High School (1967-1971). The following are the recognitions earned while playing the game in high school: All Southern California, All Tri-Valley League, team captain and MVP. He graduated from Bishop High School with an Honors Diploma. During his years at Santa Barbara City College (1971-1973) Tremblay continued to excel in football, where he received several honors, including the “Muy Hombre” leadership award, team captain and All Western States Conference. Tremblay received a “full ride” football scholarship to Wake Forest University in 1973. He was named the “player of the week” versus the University of South Carolina. Tremblay graduated from Wake Forest in 1976 with a degree in Business Communications. He was on the Dean’s List for three consecutive years at Wake Forest University. In 1977 Tremblay attended the California Western School of Law in San Diego. Tremblay was a volunteer football coach for nine years (1991-2000) at Bishop Diego High School and for the American Eagles-Christian Outreach football team. Mr. Tremblay was hired by Prudential-Bache Securities in 1983 where he received the designation as “Senior Vice President-Investments.” He was named to the President’s Council in 1987. In March of 1993, Tremblay joined Smith Barney as “Senior Vice President-Investments.” The Nuveen Advisory Council selected him as a member in April of 1993. Smith Barney nominated him to their Regional Advisory Council in December of 1993, and to their President’s Council in January 1994. In May of 1995 Mr. Tremblay joined Cruttenden Roth as a “Senior Vice President.” In June of 1997 Mr. Tremblay began his own independent investment firm in Santa Barbara. Since opening in 1997, Tremblay Financial Services has grown to 8 financial consultants and a support staff of 10. Each of the financial consultants have their Series 7 and various other Securities Registrations. Most of our financial advisors have their Life, Disability, and Long Term Care Insurance licenses as well. Tremblay Financial Services has been named the “Reader’s Choice-Number One-Full Service Brokerage Firm in Santa Barbara” by the readers of the Santa Barbara New Press in 2004, 2005, 2006, 2007, 2008, 2009 and 2010. Mr. Tremblay currently serves on the board of directors of the following organizations: the Westmont College Foundation, the Santa Barbara Athletic Round Table (past President), the Bishop Garcia Diego High School Trustees, the Endowment for Youth and the finance committee of Our Lady of Sorrows Church. Tremblay presents the “Wednesday morning Business Report” each week on KEYT television, Santa Barbara’s ABC affiliate. Tremblay was a regular on the ‘South Coast Business Report which aired three times a week on KEYT and Cox Cable. He gives a weekly financial report on Santa Barbara’s most listened to FM radio station, KLIT-101.7. CA Insurance License # 0A61517 Tim Tremblay offers securities through Centaurus Financial, Inc., member FINRA/SIPC for residents of the following state(s): AZ, CA, CO, DC, FL, HI, IL, KS, MA, MN, NC, NE, NM, NY, OH, OR, PA, RI, TN, TX, WA. Tim Tremblay offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): CA, PA. |
|
Ryan Burnham, Registered Securities Principal
BA in Sociology Minor in Sports Management UCSB Series 7, 66, 24 CA Insurance License #0F10310 / Notary Public Ryan Burnham offers securities through Centaurus Financial, Inc., member FINRA/SIPC for residents of the following state(s): CA. Ryan Burnham offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): CA. |
|
Adam Donlevie, Advisor
BS in Finance / Minor in Economics / Susquehanna University Series 7, 66 CA Insurance License #0G24280 Adam Donlevie offers securities through Centaurus Financial, Inc., member FINRA/SIPC for residents of the following state(s): AZ, CA, MD, NH, TX. Adam Donlevie offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): CA, NH. |
|
Caleb Overton, Advisor
BA in Business and Economics / Westmont College Series 7, 66 CA Insurance License #0D83821 Caleb Overton offers securities through Centaurus Financial, Inc., member FINRA/SIPC for resident of the following state(s): AZ, CA, CO, FL, GA, MN, OR, TX. Caleb Overton offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): AZ, CA, OR. |
|
Kenji Saito
BA from UC Davis Series 7, 66 CA Insurance License # 0H26326 Kenji Saito offers securities through Centaurus Financial, Inc., member FINRA/SIPC for residents of the following state(s): CA. Kenji Saito offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): CA. |
|
|
Moira Ruiz, Advisor
Santa Barbara City College Series 7, 63, 65 CA Insurance License #0D92117 moirabarb@tremblayfinancial.com Moira Ruiz offers securities through Centaurus Financial, Inc., member FINRA/SIPC for residents of the following state(s): CA, MD, NY. Moira Ruiz offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): CA. |
|
Troy Tremblay, Advisor
BA in Communications Westmont College Series 7, 66 CA Insurance License #0E08618 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. |
|
Joshua Hayes
BA in Sociology UCSB Series 7, 66 Joshua Hayes offers securities through Centaurus Financial, Inc., member FINRA/SIPC for residents of the following state(s): CA. Joshua Hayes offers advisory services through Centaurus Financial, Inc., a registered investment advisor for residents of the following state(s): CA. |
|
|
Marcia Tremblay, TFS Staff
|
|
Vanessa Tremblay, TFS Staff
BA Sociology San Francisco State |
|
Dorothy Tremblay, TFS Staff
|
|
Brittany Batastini, TFS Staff
Sales assistant/receptionist |
Company
Tremblay Financial Team
Tremblay Financial Services
3902 State Street Suite 101, Santa Barbara, California 93105
Phone: 805.569.1982 Toll Free: 888.596.1982 Fax: 805.569.5767
3902 State Street Suite 101, Santa Barbara, California 93105
Phone: 805.569.1982 Toll Free: 888.596.1982 Fax: 805.569.5767
Securities and Advisory services offered through Centaurus Financial, Inc., a registered broker/dealer and a member of FINRA and www.SIPC.org. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. TREMBLAY Financial Services and Centaurus Financial, Inc. do not provide tax or legal advice. Please consult independent professionals for such advice. Centaurus Financial, Inc. and Tremblay Financial Services are not affiliated companies.