Sergio Villa Email & Phone Number
President, Financial Planner @ Alliance Wealth Strategies, Inc
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Sergio Villa Location
- Santa Barbara, CA, US
Sergio Villa Work
- President, Financial Planner @ (June 2009 - Present)
- Adjunct Professor, Finance - Entrepreneurship Academy @ (July 2014 - Present)
- Executive Board Member @ (January 2008 - December 2018)
- Board Of Directors @ Santa Barbara Police Activities League (PAL) (December 2012 - December 2014)
- Board Member @ (January 2010 - December 2010)
- President and CEO, Board Member @ Santa Barbara Hispanic Chamber of Commerce (May 2005 - December 2010)
- Organizing Committee member for 2010 College Cup @ UCSB Athletics (January 2009 - December 2010)
- Financial Consultant @ Pacific Capital Bancorp (May 2006 - June 2009)
- Financial Consultant @ (January 2005 - June 2006)
Sergio Villa Education
- California Lutheran University
MBA/CFP, Business and Finance (Business and Finance)
2007-2010 - University of California, Santa Barbara
Bachelor of Arts (B.A.)
Sergio Villa Skills
- Series 7
- series 66
- Long-term Care
- Life Insurance
- Portfolio Management
- Business Development
- Non-profits
- Estate Planning
- Charitable Trusts
- Investment Advisory
- Strategic Financial Planning
- College Education Planning
- Retirement Planning
- MBA
- Athlete Development
- Succession Planning
- Legacy Giving
- Comprehensive Planning
- Risk Management
- Uniform Combined State Law
- 401k
- Asset Management
- Commercial Banking
- Commercial Lending
- Entrepreneurship
- Credit
- Finance
- Financial Analysis
- Financial Advisory
- Financial Services
- Investments
- Mergers & Acquisitions
- Loans
- Mortgage Lending
- Retirement
- Nonprofits
- Small Business
- Start-ups
- Venture Capital
- Wealth Management
- Alternative Investments
- Asset Allocation
- Banking
- Financial Planners
- Fixed Annuities
- Mutual Funds
- Securities
- Public Speaking
- Leadership
- College Education
- Start Ups
- Teaching
- Long Term Care
- Police
- Commerce
- Uniform Combined State
- Pal
- Non Profits
- Project Management
- Strategic Financial
- Mergers and Acquisitions
Sergio Villa Summary
- Sergio Villa, based in Santa Barbara, CA, US, is currently a President, Financial Planner at Alliance Wealth Strategies, Inc. Sergio Villa brings experience from previous roles at Santa Barbara City College, MOXI, The Wolf Museum of Exploration + Innovation, Santa Barbara Police Activities League (PAL) and California Hispanic Chambers of Commerce. Sergio Villa holds a 2007 - 2010 MBA/CFP, Business and Finance in Business and Finance @ California Lutheran University. With a robust skill set that includes Series 7, series 66, Long-term Care, Life Insurance, Portfolio Management and more. Sergio Villa has 4 emails and 4 mobile phone numbers on RocketReach.
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Top Alliance Wealth Strategies, Inc Employees
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Financial Advisor
Concord, California, United States
Joseph Fonte
Head of Corporate Retirement Planning
Goleta, CA, US
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Anthony Castillo
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