7 months ago
CAPTRUST Named on NAPA Women Advisors List
Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...
- With CAPTRUST Since 2015
- 800.216.0645
-
Non-branch Location
Santa Barbara, CA 93101
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, 2021, 2022
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Santa Barbara)
Memberships
- Founder, CAPTRUST Women’s Initiative
News & Resources
Announcements
Retirement Plans
1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Announcements
2 years ago
Fourteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors List
Fourteen CAPTRUST advisors were recognized on the National Association of...
Retirement Plans
2 years ago
CAPTRUST Makes NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
