Taria Agbelusi, CPFAFinancial Advisor
- 24 East Cota Street
Santa Barbara, CA 93101
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.
- American College of Financial Planning
- Certified Plan Fiduciary Advisor (CPFA)
- 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