Taria Agbelusi, CPFA

Taria Agbelusi, CPFA

Senior Financial Advisor,
Relationship Manager

  • Oxnard, CA
  • The Holiday
  • Grandparents, Sting, and Caesar Milan
  • Don’t cry because it’s over. Smile because it happened!
  • Enthusiasm, kindness, and a sense of humor

Financial Advisors

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

Awards & Recognition

  • NAPA Top Women Advisors: All-Star | 2020
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Santa Barbara)

Memberships

  • Founder, CAPTRUST Women’s Initiative

News & Resources

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