Alliance Wealth Strategies, Inc Employee Directory

Q: What is Alliance Wealth Strategies, Inc known for?

Alliance Wealth Strategies, Inc was founded in 2009. Alliance Wealth Strategies, Inc operates in the Financial Services industry.

Financial ServicesUnited States2-10 Employees

Mission:  To Protect, Build and Preserve your Financial Future.
 
Alliance Wealth Strategies is a Santa Barbara-based wealth management practice established in 2009 by founder and president, Sergio Villa.  Villa built AWS on the belief that each client has a unique set of circumstances, experiences and needs that must be considered to provide what is truly best for them.  It is through this holistic approach that the motto "planning with you in mind" is realized.
 
At Alliance Wealth Strategies, we have the ability to tailor strategies to fit each client’s needs. 
 
In 2015, Alliance Wealth Strategies and retirement planning firm The Source Financial Group merged to offer expertise in the area of defined contribution plans.  

At Alliance Wealth Strategies, we believes in long-term investment disciplines and seeks to develop long-tenured client relationships.

Sergio Villa is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, Member: FINRA, SIPC. 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

North America
11

United States Of America
11

Alliance Wealth Strategies, Inc's Leadership

S. B.
Managing Partner
Mobile Phone
Email
M. L.
Office Manager
Mobile Phone
Email
B. C.
Financial Advisor
Mobile Phone
Email

Contact profiles from Alliance Wealth Strategies, Inc

Name

Title

Contact Info

Location

Last Update

S. B.
Managing Partner
Mobile Phone
Email
United StatesGeorgia
Nov 28, 2025
M. L.
Office Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. C.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Oct 24, 2025

Frequently Asked Questions

What is Alliance Wealth Strategies, Inc known for?

Alliance Wealth Strategies, Inc was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1020 State St, Santa Barbara, California 93101, US; 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?

Alliance 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?

Alliance Wealth Strategies, Inc has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Alliance Wealth Strategies, Inc's key employees include:

Managing Partner: S. B.
Office Manager: M. L.
Financial Advisor: B. C.

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