Who We Are

Who We Are

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tremblay Staff

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Dorothy Ellen Fitzgerald Tremblay (November 24, 1926 &#8211; August 28, 2020)*</span>

Dorothy Ellen Fitzgerald Tremblay (November 24, 1926 – August 28, 2020)*

Tim’s mother, Dorothy, worked for him for 26 wonderful years. She was a source of joy for everyone at Tremblay Financial. She started her career with the Los Padres National Forest Service in 1964, retiring at age 65. During her time with the Forest Service, she became the first woman to achieve the position of “Personnel Officer”- a source of great pride for her. She brought all that wisdom and dedication to her work at Tremblay Financial. A day does not pass where she is not missed, but her “work family” knows that she is in a better place.