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Arturo T

Series 63, Series 65

Santa Barbara, CA

Blue Marble Investments

Arturo Tabuenca is a financial advisor at Blue Marble Investments with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Blue Marble in various capacities since 2000, alongside previous service at Purshe Kaplan Sterling Investments. In addition to advisory services, he is a licensed insurance agent and registered securities representative with limited activities conducted outside the advisory scope. Blue Marble Investments is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and businesses with discretionary portfolio management. The firm focuses on socially responsible and ESG investing through its EarthFolio online platform of ESG-screened model portfolios, alongside customized advisory accounts.

ESG / Sustainable investing Passive / index investing
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Sierra S

Series 63, Series 65

Santa Barbara, CA

Blue Marble Investments

Sierra Smith is a financial advisor at Blue Marble Investments with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Purshe Kaplan Sterling Investments and experience with Clima y Cafe and Scout Coffee. Blue Marble Investments is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and businesses with discretionary portfolio management. The firm specializes in socially responsible and ESG investing through its EarthFolio platform and offers customized advisory accounts alongside model-driven investment strategies.

ESG / Sustainable investing Passive / index investing
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Linda S

Series 63, Series 65

Santa Barbara, CA

Blue Marble Investments

Linda Shelby is a financial advisor at Blue Marble Investments with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill and Banc of America Investment Services. Linda serves on the San Jose/Silicon Valley Advisory Board for City Year, a nonprofit organization. Blue Marble Investments provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses, emphasizing socially responsible and ESG investing through its EarthFolio online model portfolios and customized advisory accounts.

ESG / Sustainable investing Passive / index investing
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