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Sergio Villa, MBA AIF

Sergio Villa, MBA AIF


CA Insurance Lic. 0F22700

Sergio Villa is President and founder of Alliance Wealth Strategies, dedicated to offering customized wealth strategies and financial tactics to help grow, enhance, and provide clients with optimum financial opportunities and investments.

Prior to founding Alliance Wealth Strategies, Sergio served as a Financial Advisor for Morgan Stanley Dean Witter and as a Financial Planner with the Investment Division/Wealth Management Department of Pacific Capital Bancorp. Sergio also has a solid foundation in marketing, customer service, product development in addition to expertise in finance and economic principles.

Sergio currently sits on the Executive Board for MOXI (The Children’s Museum of Santa Barbara) and also serves as an adjunct professor for Santa Barbara City College and consults for the Entrepreneurship Academy at San Marcos High School.

Sergio holds an MBA in Financial Planning from California Lutheran University, California Institute of Finance and received his Bachelors’ degree in 2002 from the University of California, Santa Barbara and shortly thereafter a certificate accreditation in Business Marketing.

Sergio is an avid believer and promoter of financial literacy and has partnered with the Housing Authority and local schools to provide financial literacy workshops; Sergio also mentors college students interested in the fields of economics, business, and finance.