Our Team

Sergio Villa, MBA
President
LPL Financial Planner

Sergio Villa serves as President and LPL Financial Planner for Alliance Wealth Strategies.  He oversees all managerial duties and customizes wealth strategies and financial plans for clients.  A South Central Los Angeles native, Mr. Villa was the first of his family to attend and graduate from a 4-year university.  In 1993 he received special recognition from the city of Los Angeles for assisting in the establishment and running of a retail business as a high school student.  In 1996, Mr. Villa served at the United States Department of Education in Washington D.C. on White House Initiatives for Educational Excellence.  Mr. Villa is a graduate of the University of California, Santa Barbara where he received his bachelors’ degree and shortly after received his certificate accreditation in Business Marketing.

Mr. Villa has worked in various industries that helped him to build a solid foundation on marketing, customer service and product development, finances and understanding of economic principles. He attained his MBA in Financial Planning from California Lutheran University, California Institute of Finance. Prior to establishing Alliance Wealth Strategies, Mr. Villa served as a Financial Adviser for Morgan Stanley DW and Sr. Financial Planner with the Investment Division/Wealth Management Department of Pacific Capital Bancorp.

Mr. Villa is actively involved in our community, in addition to spending time with his wife Annie, an elementary school teacher, and son Micah. He serves as one of the 24 board of directors for the California Hispanic Chambers of Commerce.  He recently served as the President and CEO of the Santa Barbara Hispanic Chamber of Commerce. He sits on the Executive Board for the Children’s Museum of Santa Barbara and served on the board of the Goleta Chamber of Commerce.  He maintains close relations with UCSB and participated on the athletic board and organizing committee for the 2010 NCAA College Cup. He is an avid believer of financial literacy and has partnered with the Housing Authority and local schools to provide financial literacy workshops.  He enjoys spending some of his free time playing basketball, exercising and mentoring college students interest in the field of economics, business and finance.

Alliance Wealth Strategies is a full service independent financial services firm.  Investments and Advisory services offered through LPL Financial, an SIPC/FINRA member.

Wayne Cassriel
Investment Executive

Wayne Cassriel has been assisting clients with prudent financial management for over 20 years. His most recent experience was implementing and maintaining portfolios for high net worth clients with Mission Wealth Management. He brings a breadth of knowledge and has consulted on a wide variety of client issues to the benefit of Alliance Wealth Strategies clients.

Wayne graduated from Westmont College in 1985 with a degree in Economics and Business and enjoyed his experience on the soccer field. Wayne obtained his securities registrations 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. Wayne also has significant experience in real estate sales, leasing, and loans here in Santa Barbara County.

Wayne has been active with numerous charities and charity golf events including Young Life and the Hugs for Cubs. Betsy, his wife, is an English as a Second Language Professor at Santa Barbara City College. They enjoy U-10 soccer with their two sons.

Giovanna Gonzalez
Customer Service
Operations Manager

Giovanna Gonzalez serves as a customer service and office manager for Alliance Wealth Strategies. She is responsible for all major clerical responsibilities along with assisting in scheduling and providing the utmost customer service experience.

Born in El Centro, California, Giovanna is the first in her family to attend a 4-year University. Giovanna Gonzalez attended the Imperial Valley College for two years, and transferred to the University of California, Santa Barbara. Currently a Senior, she is pursuing a bachelor’s degree in Business Economics and looks forward to earning her MBA and CFP® in the near future. Giovanna is a member of the Latino Business Association at the University of California, Santa Barbara. She also tutors and volunteer in the Isla Vista community through the Family Literacy Program. Miss Gonzalez has served the business and community through her involvement as an intern for Northwestern Mutual and the Santa Barbara Hispanic Chamber of Commerce. During her leisure time, Miss. Gonzalez enjoys dancing, going to the beach, and spending quality time with friends and family

Bryan Anderson
Customer Service
Associate

Bryan Anderson serves as one of the Customer Service Associates that is a critical part of the service team and assists with internal business analysis and recordkeeping. Mr. Anderson comes to Alliance Wealth Strategies with a finance and accounting degree from the University of Oregon.  After several years in the finance field, Mr. Anderson decided to become an educator so he could interact and teach math concepts on a more personal level.  Mr. Anderson has been teaching for over 10 years in both the public and private school sectors and also teaches electives which include hiking, softball, and engineering.  Mr. Anderson’s background in finance and business accounting helps him understand the reasoning behind numbers and the influences in plays on certain business decisions on the fiscal health of companies. 

When not working at Alliance Wealth Strategies, teaching or enjoying Santa Barbara, he loves raising his two son with his wife Sarah.