Blue Marble Investments

Arturo Tabuenca is a financial advisor with Blue Marble Investments in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Blue Marble Investments since 2000 and also serves as a portfolio manager. In addition to his advisory role, he is a licensed insurance agent and registered securities representative with Purshe Kaplan Sterling Investments. Blue Marble Investments provides discretionary portfolio management to individual clients, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on ESG-screened model portfolios through its EarthFolio line, alongside customized advisory accounts that may incorporate fundamental, technical, and cyclical analysis.

Sierra Smith is a financial advisor at Blue Marble Investments with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Blue Marble Investments and Purshe Kaplan Sterling Investments since 2021. Prior to her advisory career, she was involved with Clima y Cafe and Scout Coffee. Blue Marble Investments provides discretionary portfolio management primarily to individual clients, including high net worth individuals, trusts, and estates, as well as charitable organizations and businesses. The firm offers ESG-screened model portfolios through its EarthFolio platform alongside customized advisory accounts, utilizing a combination of fundamental, technical, and cyclical analysis.

Linda Shelby is a financial advisor at Blue Marble Investments with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Shelby serves on the San Jose/Silicon Valley Advisory Board for City Year, a nonprofit organization. Blue Marble Investments provides discretionary portfolio management primarily to individual clients, including high net worth individuals, trusts, and estates, as well as charitable organizations and businesses. The firm offers ESG-screened model portfolios through its EarthFolio line and customized advisory accounts, employing a combination of fundamental, technical, and cyclical analysis.