Wayne Cassriel
Wayne CassrielPrivate Wealth Manager
Wayne Cassriel has been assisting clients with prudent wealth management for over 20 years. He brings a breadth of knowledge and has consulted on a wide variety of financial planning issues to the benefit of clients. Receiving referrals from the long-term relationships with satisfied “pursue profitability” clients is very rewarding. TKG Financial is a breath of fresh air and understands that each client is important, regardless of current account size.

Knowing clients face-to-face allows us to tailor unique, comprehensive solutions to their challenges. Our responsive, client-friendly philosophy will always serve as the cornerstone of TKG Financial. We proudly offer more comprehensive financial solutions than the national wirehouse firms. TKG clients love to know that as a locally headquartered firm company revenues reinvest to the benefit of our local communities.

Wayne graduated from Westmont College in 1985 with a degree in Economics and Business and enjoyed his experience on the soccer field. He obtained his insurance and securities licenses and attended the Dean Witter Financial Advisor Training Program in New York in 1994.
Wayne achieved the level of Associate Vice President after five years and was a Retirement Planning Specialist. He also has significant experience in real estate sales, leasing, and financing here in Santa Barbara County.

Wayne has been active with numerous charities and charity golf events including Young Life and Habitat for Humanity. His spouse, Betsy, is an English as a Second Language Professor at Santa Barbara City College.