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Santa Barbara_Blue

24 East Cota St #200
Santa Barbara, CA 93101

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Phone: 800.216.0645

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 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.

Advisor

Taria Agbelusi, CPFA

Senior Financial Advisor,
Relationship Manager

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Advisor

Deanna Bamford, CEBS, CPFA

Senior Financial Advisor,
Relationship Manager

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Advisor

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

Vice President,
Financial Advisor

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Santa Barbara, CA

24 East Cota St
#200
Santa Barbara, CA 93101