“Tremblay Financial Services has been voted the FINANCIAL SERVICES LEADER in Santa Barbara for 16 years in a row”.


We help baby boomers transition into their golden years and achieve financial freedom so that they can reinvent their lives. It is time for you to say goodbye to your retirement concerns. Start today by booking a call with one of our dedicated advisors. 



The economy is struggling. What's that mean for your retirement plans?

Tremblay Financial Services is hosting several seminars to address many of the concerns associated with the current struggling economy.  Check out our events page for more details and to secure YOUR spot at an upcoming session. 

Upcoming Events

Working With Us Will Help You...

Maximize Your Earnings


Boost Your 401(K) Earnings


Eliminate Debt


Cut Costs And Fees Of Living


Maximize Tax Benefits


Cover The Costs of Healthcare


Our Process

Our Process

We are a committed, experienced team of financial advisors that provide baby boomers with comprehensive financial solutions using a risk management ingenious strategy. A comprehensive review of your present financial state is a part of our planning process. We assess your assets and limitations and look for potential opportunities for you. We develop a personalized strategy that aligns with your long-term requirements and objectives after systematically educating you about your financial options.
Learn more about the TRIAD here…

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Our Philosophy

Our Philosophy

We humbly believe that living a stress-free retirement shouldn’t be a luxury; it is the bare minimum for baby boomers to travel more and spend more time with their loved ones. This is why at Tremblay Financial, we have dedicated our lives to helping families in Santa Barbara to overcome all obstructions and become financially free.
Read our mission here.

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Helping Baby Boomers Enjoy The Fruits of Their Labor

Many baby boomers are now aging into retirement. They’ve spent their working lives building up savings, investing in retirement plans, and providing for their loved ones. Now that their time is nearing an end, they’re looking back at their lives with a newfound appreciation for what they’ve been able to achieve. This has led to a new set of concerns for baby boomers, as they consider how to ensure their futures are as secure as possible.

At Tremblay Financial Services, we offer baby boomers everything they need to live a stress-free retirement. Including but not limited to; wealth management services, retirement income strategies, and annuities.

  Your Road To Financial Freedom Starts Here. 

                   Our Financial Solutions.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Have a question? We're ready to help.

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