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Taria Agbelusi, CPFAFinancial Advisor

  • 24 East Cota Street
    Suite 200
    Santa Barbara, CA 93101
  • 805.456.6802
  • LinkedIn

Taria joined CAPTRUST in 2015 as a financial advisor with the firm’s strategic partnership with Pensionmark and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the partnership, 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 (CPFA)

Personal Profile

Hometown:
Oxnard, CA
Favorite Book or Movie:
The Holiday
Ideal Dinner Guest:
Grandparents, Sting, and Caesar Milan
Words to Live By:
Don't cry because it's over. Smile because it happened!
Qualities I Admire in People:
Enthusiasm, kindness, and a sense of humor