Taria Agbelusi is an institutional retirement plan advisor based in Santa Barbara, CA.
She joined CAPTRUST in 2015 and serves as a financial advisor responsible for building and supporting a practice serving retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants.
Taria specializes in developing new client relationships, providing sound financial advice to existing clients, and conducting and documenting quarterly portfolio and account reviews.
Prior to CAPTRUST, Taria served as a relationship manager at Pensionmark and has worked in the industry since 1997. She attended the American College of Financial Planning.
Education
- American College of Financial Planning
Industry Designations
- Certified Plan Fiduciary Advisor
- Chartered Retirement Planning Counselor℠
Memberships
- Founder, CAPTRUST Women’s Initiative
Awards & Recognition
- NAPA Top Women Advisors: All-Star | 2020, 2021, 2022
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Santa Barbara)