Back to all locations

Santa Barbara, CA

Santa Barbara_Blue

Non-branch Location
Santa Barbara, CA 93101

Directions

Phone: 800.216.0645

Mon–Fri, 8:30 am–5:00 pm

Institutional Retirement

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Our Team

CAPTRUST’s Santa Barbara-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Taria Agbelusi, CPFA

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Deanna Bamford, CEBS, CPFA

Senior Financial Advisor,
Relationship Manager

View Profile
Advisor

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA®

Principal,
Financial Advisor

View Profile

News & Resources

View All News and Resources

Contact Us

How can we help?

Santa Barbara, CA

Non-branch Location
Santa Barbara, CA 93101
Phone 800.216.0645
Map | Directions