About Jim Appel
Jim Appel has lived in Santa Barbara for more than 50 years. An alum of San Marcos High School, Jim holds a BS degree in Business from Cal Poly, San Luis Obispo and also earned an MS degree in Systems Management from the University of Southern California. A 35-year career as a financial analyst and administrator for technology and manufacturing firms followed his college years. Jim’s management responsibilities in the private sector included financial planning, forecasting, budgeting, and new business proposals –all well-developed skills which he now brings to Tremblay Financial Services in his role as a financial advisor. Jim holds the designation of Chartered Financial Consultant as awarded by the American College of Financial Services.
Biography:
Jim has done charitable work in Mexico and most recently volunteered in developing infrastructure projects for a non-profit in Costa Rica. He has a passion for the outdoors and enjoys camping, scuba diving, road and mountain biking, kayaking, and water skiing. Jim’s scuba diving activities have taken him around the world, from the Truk Lagoon in Micronesia to the Ras Mohammed National Park in Egypt.
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 25 years and won multiple Reader’s Choice awards as the best financial advisor 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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