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At Tremblay Financial Services and Insurance Services, our goal is to empower you to live the retirement you want using a well-thought-out financial strategy to get you there. Our primary focus is retirement preparation. Michael Morando is a wealth manager and financial advisor who is focused on using his experience and love of problem-solving to help clients achieve their retirement goals. After working as an American Airlines pilot, Michael decided to change career trajectories and entered the financial industry, joining Tremblay Financial Services in 2012. Since then, Michael has worked tirelessly to help his clients create sound financial futures with easy-to-understand retirement strategies. As a champion of his clients’ success, nothing makes Michael happier than seeing the individuals and families he works with achieve their financial goals. Michael has passed the Series 66 securities exam, Series 7 exam, and holds insurance licenses in the states of California, Oregon and Michigan. He has a bachelor’s degree in marketing from the University of Idaho. In his free time, Michael enjoys soaking up the sun in his hometown of Santa Barbara and spending time with his wife and four children.
Ian strives to become a business partner for every financial professional he works with, helping them set and reach goals along the way to increasing their insurance business. He rose quickly through our ranks, and has been recognized as one of the top life insurance wholesalers by a major insurance carrier for the past two years. Prior to joining TruChoice in 2005, Ian was working on a Masters degree in Sports Administration at Georgia State University while serving as a graduate assistant in their Sports Marketing department.