Established in 1997, Tremblay Financial has been providing the Santa Barbara community with outstanding investment services for over 20 years. Santa Barbara native Tim Tremblay founded the firm based his desire to help clients achieve their financial goals. Tim began his career with several of the largest financial organizations in the nation, where he gained a breadth of financial knowledge. While benefiting from the experience of these institutions, Tim realized the financial model was lacking the personalization and attention that only a local firm can provide.
Here at Tremblay Financial, we take pride in the relationships we build with our clients and the care we take with each individual. Since its founding, Tremblay Financial has continuously evolved with the industry in order to provide the best investment options to our clients. From life insurance to college tuition savings plans, from retirement planning to estate planning, the Tremblay team of financial advisors offers a full-service approach, tailor made to fit each individual’s unique financial needs.
In 2014, Tremblay Financial opened an office in Westlake Village, California, so that we may better serve clients in the Los Angeles area. Today, Tremblay Financial is proud to serve clients all throughout the United States with the same founding principles that established Tremblay Financial as the go-to Financial Service firm in Southern California.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.