Sergio Villa, MBA AIF®
President, Financial Planner at Alliance Wealth Strategies, Inc- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Santa Barbara, California, United States, US
Languages
-
Spanish -
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Alliance Wealth Strategies, Inc
-
United States
-
Financial Services
-
1 - 100 Employee
-
President, Financial Planner
-
Jun 2009 - Present
-
-
-
Santa Barbara City College
-
United States
-
Higher Education
-
700 & Above Employee
-
Adjunct Professor, Finance - Entrepreneurship Academy
-
Jul 2014 - Present
-
-
-
MOXI, The Wolf Museum of Exploration + Innovation
-
United States
-
Museums, Historical Sites, and Zoos
-
1 - 100 Employee
-
Executive Board Member
-
2008 - Dec 2018
-
-
-
-
Board Of Directors
-
Dec 2012 - Dec 2014
-
-
-
California Hispanic Chambers of Commerce
-
United States
-
Non-profit Organizations
-
1 - 100 Employee
-
Board Member
-
Jan 2010 - Dec 2010
-
-
-
-
President & CEO, Board Member
-
May 2005 - Dec 2010
-
-
-
-
Organizing Committee member for 2010 College Cup
-
2009 - 2010
-
-
-
Pacific Capital Bancorp
-
Banking
-
1 - 100 Employee
-
Financial Consultant
-
May 2006 - Jun 2009
-
-
-
Morgan Stanley
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Consultant
-
Jan 2005 - Jun 2006
-
-
Education
-
2007 - 2010
California Lutheran University
MBA/CFP, Business and Finance -
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Community
You need to have a working account to view this content.
Click here to join now
