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Timothy S

Series 63, Series 65

Santa Barbara, CA

Centaurus Financial, Inc.

Timothy Sweeney is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2015. He is also associated with Tremblay Financial Services, a non-investment related marketing entity. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts, employing a mix of discretionary and non-discretionary approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Timothy T

Series 63, Series 65

Santa Barbara, CA

Centaurus Financial, Inc.

Timothy Tremblay is a financial advisor with Centaurus Financial, Inc. in Westlake Village, CA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Centaurus Financial since 2003 and also operates Tremblay Waibel Financial Services, which he founded in 1997. Tremblay serves on the boards of COLAB, a coalition linking labor, agriculture, and business in Santa Barbara County, and the Santa Barbara Tax Advisory Center, a local business leadership organization. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Adam D

CFP®, Series 66

Santa Barbara, CA

Centaurus Financial, Inc.

Adam Donlevie is a CFP® professional with 19 years of experience at Centaurus Financial, Inc., where he has worked since 2007. He previously managed operations at Gainey Vineyard and Olive Hill Farm for 17 years. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting through various discretionary and non-discretionary arrangements. The firm employs a range of analytical approaches and provides access to model overlay programs and third-party money managers.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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James A

ChFC®, Series 66

Santa Barbara, CA

Centaurus Financial, Inc.

James Appel is a ChFC® and Series 66 licensed financial advisor with 11 years of experience, currently with Centaurus Financial, Inc. He has been with Centaurus since 2015. Outside of his primary role, he is involved with Tremblay Financial Services, a non-investment-related business established in 1997 that he uses for marketing purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Deborah S

Series 66

Santa Barbara, CA

Centaurus Financial, Inc.

Deborah Stoker is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds a Series 66 designation. Outside of her advisory role, she owns Debi's Designs, a residential and commercial design business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Julia C

Series 66

Santa Barbara, CA

Centaurus Financial, Inc.

Julia Coburn is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked at Centaurus Financial since 2017. Her prior experience includes roles at Crown Capital Securities, BCN Financial, and Quest Securities. Outside of advising, she works part-time as a field service manager providing long-term care and disability insurance to safety members in California and serves as a Notary Public. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuities and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jeffery C

Series 66

Santa Barbara, CA

Centaurus Financial, Inc.

Jeffery Chaffin is a financial advisor at Centaurus Financial, Inc. in Santa Barbara, CA, holding a Series 66 designation with eight years of industry experience. He has been with Centaurus Financial since 2017 and has maintained self-employed activities since 2004. Outside of financial advising, he owns a performance training company working with high school athletes and serves as a local high school sporting event announcer. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts using both discretionary and non-discretionary approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Michael M

Series 66

Santa Barbara, CA

Centaurus Financial, Inc.

Michael Morando Jr is a Series 66-licensed financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He has been with Centaurus Financial since 2012. Outside of his advisory work, he is involved in educational speaking and webinars for Compassion International and participates in an estate planning team. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services under both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Ryan B

Series 66

Santa Barbara, CA

Centaurus Financial, Inc.

Ryan Burnham is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2006. Outside of his advisory work, he is involved in a non-investment-related business activity under the name Tremblay Financial Services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements using a combination of fundamental and technical analysis.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Troy T

Series 66

Santa Barbara, CA

Centaurus Financial, Inc.

Troy Tremblay is a financial advisor with Centaurus Financial, Inc. in Westlake Village, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Centaurus Financial since 2003, operating under the branding Tremblay Financial Services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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