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Alliance Wealth Strategies, Inc Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Alliance Wealth Strategies, Inc. is a small wealth management practice based in Santa Barbara, California. Founded in 2009 by Sergio Villa, the firm pursues a holistic approach that accounts for each client's unique circumstances to guide financial decisions. It emphasizes tailoring investment and planning strategies to individual needs and nurturing long-term client relationships through disciplined investing.

In 2015, Alliance Wealth Strategies merged with The Source Financial Group to expand its capabilities in retirement planning and defined contribution plans. The company serves individuals seeking comprehensive wealth management and retirement planning, with an emphasis on long-term outcomes and personalized service. Villa operates as a registered representative offering securities and advisory services through United Planners Financial Services; Alliance Wealth Strategies and United Planners are not affiliated.

Find Alliance Wealth Strategies, Inc employees' phone numbers or email addresses

Alliance Wealth Strategies, Inc Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Alliance Wealth Strategies, Inc's Leadership

  • Stylized image of a person
    S. B.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Managing Partner, Vp Of Marketing At Alliance Health Strategies
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Office Manager
    Phone icon
    Mobile Phone

Alliance Wealth Strategies, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Alliance Wealth Strategies, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. B.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    May 13, 2026
  • Stylized image of a person
    K. B.
    Managing Partner, Vp Of Marketing At Alliance Health Strategies
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. L.
    Office Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Alliance Wealth Strategies, Inc known for?

Minus sign iconPlus sign iconAlliance Wealth Strategies, Inc was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1020 State Street Santa Barbara, California 93101 United States; you can contact the main corporate office by phone at
+1-805-621-****
. Explore Alliance Wealth Strategies, Inc's company overview page for more information.

What is Alliance Wealth Strategies, Inc's most common email format?

Minus sign iconPlus sign iconAlliance Wealth Strategies, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alliance Wealth Strategies, Inc email formats with LeadIQ.

How many employees does Alliance Wealth Strategies, Inc have currently?

Minus sign iconPlus sign iconAlliance Wealth Strategies, Inc has approximately 4 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Alliance Wealth Strategies, Inc's key employees and leadership?

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As of March 2026, Alliance Wealth Strategies, Inc's key employees include:

  • Managing Partner: S. B.
  • Managing Partner, Vp Of Marketing At Alliance Health Strategies: K. B.
  • Office Manager: M. L.

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