3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
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24 East Cota St.
Suite 200
Santa Barbara,
CA
93101
Phone: 919.870.6822
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Institutional Retirement
Our Team
Santa Barbara is a beautiful city that was founded in 1786, faces the ocean, and is backed by the Ynez Mountains. The Santa Barbara CAPTRUST office specializes in providing retirement plan advisory services to corporate fiduciaries.
Taria Agbelusi, CPFA
Senior Financial Advisor,
Relationship Manager
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationsip Manager
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®
Vice President,
Financial Advisor
Troy Hammond, AIF®, CFP®, CRPS®, PRP
Senior Vice President,
Financial Advisor
Mike Woods
Senior Vice President,
Financial Advisor
News & Resources
Resources
Retirement Plans
4 months ago
CARES Act: Practical Considerations for Plan Sponsors
Get the latest on the Coronavirus Aid, Relief, and Economic...
Retirement Plans
4 months ago
SECURE Act Spurs Access, Interest, Retirement Readiness
As retirement plan sponsors and recordkeepers start to think about...
Resources
5 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
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