Address

Non-branch Location
Santa Barbara, CA 93101

Contact

Phone: 800.216.0645

Hours

Mon–Fri, 8:30 am–5:00 pm

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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.

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CAPTRUST
Santa Barbara

For over two decades, the CAPTRUST footprint has expanded into communities like Santa Barbara, CA. By applying expertise through an objective, 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

Deanna Bamford

Senior Financial Advisor,
Relationship Manager

Devyn Duex

Principal,
Financial Advisor

Anna Martinez

Financial Advisor | Relationship Manager

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.
Devyn Duex

Resources

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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.