Santa Barbara, CA
Our team of industry experts specializes in comprehensive fiduciary and investment services for California clients.
Retirement Plan Sponsors
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
CAPTRUST
Santa Barbara
For over two decades, the CAPTRUST footprint has expanded into communities like Santa Barbara, CA. By applying expertise through a values‑first approach, our team is empowered to identify custom solutions that keep your needs at the forefront. Partner with CAPTRUST today for trusted advice.
Our Team
Taria Agbelusi
Consultant | Relationship Manager
View Profile
Deanna Bamford
Senior Financial Advisor | Relationship Manager
View Profile
Devyn Duex
Principal | Financial Advisor
View Profile
Anna Martinez
Financial Advisor | Relationship Manager
View Profile
We are passionate professionals dedicated to cutting-edge advisory practices. We are unapologetically focused on helping businesses, the people inside, and the world around them.