Association Reserves Ventura, Santa Barbara & San Luis Obispo
Build a long-term plan around the property you actually have.
Association Reserves helps community managers, boards, and other property leaders understand what major repairs and replacements are ahead, what they may cost, and how to prepare. Our Reserve Studies turn a long list of assets, projects, and future expenses into a practical plan leaders can use to make funding decisions with greater confidence.
Association Reserves has served communities throughout Ventura, Santa Barbara, and San Luis Obispo Counties since 1987, with experience across oceanfront properties, hillside communities, townhome and condominium developments, master-planned communities, and other organizations responsible for long-term property assets.
Properties across Ventura, Santa Barbara, and San Luis Obispo Counties can look very different from one another. The assets a community maintains, how those assets are used, the projects already completed, and the work still ahead all shape the funding plan.
A useful Reserve Study starts by understanding those specifics. Association Reserves reviews the property, its maintenance responsibilities, current reserve position, and expected capital needs so the recommendations are tied to the actual property rather than a generic percentage or one-size-fits-all formula.
That gives leaders a clearer answer to four practical questions:
The result is a Reserve Study that can support annual budgeting, project prioritization, and longer-term capital planning.
What Is a Reserve Study?
The component inventory identifies the major items the organization is responsible for and creates the foundation for long-term repair and replacement planning.
The physical analysis evaluates condition, remaining useful life, and projected costs so leaders can see which needs are approaching and which can be planned further out.
The financial analysis compares current reserves with future projects and recommends a funding plan designed to support predictable expenses over time.
Some properties need a complete baseline. Others already have reliable information and need to refresh the physical assessment, the financial assumptions, or both.
For properties without a reliable existing Reserve Study. The component inventory, physical analysis, and funding plan are developed from the ground up.
For properties that need an on-site assessment of common area components, including their current condition and remaining useful life, along with updated costs and a revised Reserve funding plan.
For properties that need their Reserve Study updated without a site inspection, using information provided by the association to update project history, Reserve balances, replacement costs, and funding recommendations.
A client-assisted option for appropriate properties. The client develops the component information and Association Reserves prepares the financial analysis.
A three-year recurring update option designed to keep reserve information current while creating continuity as leadership, projects, and budgets change.
Reserve planning is rarely static. Projects move. Costs change. Priorities shift. New decision-makers step in. Association Reserves gives clients tools and support to work through those changes instead of treating the report as a one-time document.
Site-visit and no-site-visit updates help keep the plan aligned with current conditions. Clients can also work directly with the team when questions arise or when they need help understanding how changes affect the study.
Professional Association Reserves clients receive access to uPlanIt, an interactive planning tool that lets users test different funding levels, project timing, replacement costs, and other assumptions to see how those choices affect the long-term plan.
Association Reserves works with organizations responsible for shared buildings, infrastructure, amenities, and other long-lived assets throughout the region.
Condominiums, co-ops, HOAs, POAs, PUDs, townhomes, high-rises, active-adult communities, and master-planned communities.
Timeshares, fractionals, travel clubs, vacation clubs, and resort properties.
Country clubs, golf clubs, recreation centers, and other member-based facilities.
Churches, synagogues, temples, and other faith communities responsible for buildings and shared facilities.
Educational institutions responsible for campuses, buildings, infrastructure, and other long-term physical assets.
Camps, retreat centers, and charitable organizations responsible for facilities, grounds, and shared property.
Government facilities, commercial properties, mixed-use developments, and other organizations with long-term capital needs.
The team takes time to understand the property, the questions leaders are trying to answer, and the decisions the Reserve Study needs to support.
Clients consistently point to responsiveness, fast turnaround, and a willingness to help when an update or answer is needed quickly.
The team helps clients understand the reasoning behind the study so they can use it more confidently in budgeting and planning conversations.
uPlanIt gives clients a practical way to compare scenarios when there is more than one possible path forward.
The Ventura, Santa Barbara, and San Luis Obispo region is supported by an experienced Association Reserves team with expertise in Reserve Studies, client service, and long-term property planning.
President
Sean leads Association Reserves’ Metropolitan Los Angeles, Hawaii, Ventura County, Santa Barbara, San Luis Obispo County, and Nevada operations and brings decades of Reserve Study experience to the region.
Senior Project Manager
Una works directly with clients throughout the region and is frequently recognized for being thorough, responsive, and willing to spend the time needed to help clients understand their Reserve Study and planning options.
Association Reserves serves communities and other properties throughout Ventura, Santa Barbara, and San Luis Obispo Counties from regional locations in Oxnard and Santa Barbara.
A Reserve Study is a long-term budget planning analysis for the property components an organization is responsible for maintaining, repairing, and replacing. It identifies anticipated projects and costs, evaluates current reserve funding, and recommends a funding plan.
The team serves clients throughout Ventura County, Santa Barbara County, and San Luis Obispo County.
A Full Reserve Study is generally appropriate when there is no reliable existing component inventory. An Update – With Site Visit refreshes the physical and financial analysis. An Update – No Site Visit updates the financial plan when the existing physical information remains sufficiently current.
California law requires qualifying common interest developments to have a visual inspection of major components at least once every three years and to review their Reserve Study every year. We recommend meeting both with an Update – With Site Visit every third year and an Update – No Site Visit in each year between, so the funding plan stays current for each budget. Other property types may have different requirements.
Yes. Professional clients receive access to uPlanIt, which lets users model different funding levels, project timing, replacement costs, and other assumptions and see how those choices affect the long-term plan.
Yes. Association Reserves also works with resorts, clubs, worship facilities, schools, camps, commercial properties, municipalities, and other organizations responsible for long-lived assets.
Clients can continue using the study and uPlanIt as planning tools, ask questions about the findings, and update the study as property conditions, projects, or funding assumptions change.
Want to learn more before requesting a proposal? Start with these existing Association Reserves resources:
Which Level of Service Is Right for My Property?
What Happens Next?
Three Key Results of a Reserve Study
Association Reserves has multiple California regional teams. If your property is outside Ventura, Santa Barbara, and San Luis Obispo Counties, contact the team that serves it:
Not sure which office serves your property? Use Find Your Reserve Specialist.
A current Reserve Study gives the people responsible for a property a clearer view of what is ahead, what it may cost, and what funding approach can support those needs over time.
Association Reserves turns complex property obligations into an understandable plan leaders can use as priorities, projects, and budgets change.
Association Reserves.
Fund honestly. Avoid a crisis.
Sean joined Association Reserves in 2003 after graduating from Cal State Northridge. He has since completed over 4,000 Reserve Studies for a wide range of properties including condominiums, luxury timeshare resorts, high-rises, schools, libraries, municipalities, and religious facilities. For his expertise, he earned the Community Association Institute’s (CAI) Reserve Specialist (RS) designation and has the distinction of being RS #115. He has also earned the Nevada Reserve Study Specialist (NRSS) designation (#299). His Reserve Study experience includes projects across the lower-48 States, as well as abroad, including Spain, the United Kingdom, France, Indonesia, Puerto Rico, Mexico, Thailand, Macau, and the United Arab Emirates. Sean became President of the Los Angeles Office in 2019, overseeing all operations within Los Angeles County, as well as the States of Hawaii and Nevada. Sean is a proud husband and father, who enjoys spending quality time with his family, traveling, studying history, and rooting for his hometown Dodgers. CAI Educated Business Partner
Una Hart is a highly experienced Reserve Specialist, having completed more than 2,200 Reserve Studies and has worked in California, Nevada, Hawaii and internationally. Una joined Association Reserves in 2017, working for both the corporate and Los Angeles offices. She has an extensive background in technical reports, having worked as a technical writer for Walt Disney Imagineering the research and development arm of the Walt Disney Company, responsible for the creation, design, and construction of Disney theme parks and attractions worldwide. As such, Una brings a comprehensive understanding of electro-mechanical systems, construction and renovation as well as a commitment to research and attention to detail. Una has a long history of relationships built on trust, understanding that each property and each client is unique with its own timelines and leadership structure. Her expertise in the dynamics of each project is essential to her success. A longtime resident of Ventura County, she enjoys spending time with her family, volunteering with a wolf rescue non-profit and exploring the many wine regions of California. 
A registered professional engineer, Robert has been involved in the Community Association industry since 1982. Robert founded Association Reserves, Inc. in 1986 and has pioneered many widely used reserve funding concepts. For his expertise, he earned the Community Association Institute’s (CAI) Reserve Specialist (RS) designation and has the distinction of being RS #5. Robert was involved in creating the 1998 National Reserve Study Standards and has greatly influenced the Reserve Study industry. He is a past Chairman of CAI’s Reserve Professionals Committee, past Chairman of the Association of Professional Reserve Analysts, and past President of the Community Association’s Institute (CAI) Greater Los Angeles Chapter. Robert regularly writes on the topic of Reserve Studies and is a frequent speaker in industry-sponsored seminars and presentations throughout the United States. He is often called to serve as an expert witness in litigation involving reserve issues.
CAI Educated Business Partner
Carol Serrano has been a pillar of the Association Reserves family since 1994. Prior to that time, she worked for a major Southern California developer. Carol maintains and strengthens relations between the company and clients. She acts as the primary point of contact and her responsibilities include managing accounts, resolving issues and understanding the client needs. She works to have the operation running smoothly. Carol graduated from California State University, Northridge. In her spare time you may see her on the golf course or training for that next race.
Justin Fales, EBP joined the Association Reserves team in 2022. A native of Naples, Florida (and an Eagle Scout), Justin earned a Bachelor’s of Science degree in Industrial Engineering from St. Ambrose University, after which he worked as the Operations Manager at Modern Woodmen Park. In this role, Justin managed, oversaw and coordinated all operations-related work on site, served as point of contact for all maintenance and repair work, and was responsible for ballpark safety and security. From his studies in engineering and experience in operations, Justin brings with him an analytical mindset and the discipline needed to bring the best results to the client. Justin earned his Reserve Specialist credential through CAI in 2024.
Logan joined Association Reserves in 2022, and now serves as a Project Manager serving clients throughout Southern California and Hawaii. Logan draws on a unique professional background as a pool and commercial property technician, bringing specialized expertise in water chemistry and complex mechanical equipment to his inspections. Logan is known for a meticulous, research-driven approach, often collaborating with vendors to ensure every replacement schedule is both realistic and precise. A standout contributor to the team, Logan spearheaded the development of a localized pricing guide for the firm’s Hawaiian clients to improve data accuracy across the territory. Logan stays active outdoors through surfing and rock climbing and also enjoys playing the saxophone and piano.
Rigo joined the Association Reserves team in 2023 after graduating from Cal State Northridge University with a degree in Business Management. As a Project Manager serving the Los Angeles, South Bay, and Long Beach areas, Rigo provides clients with essential roadmaps for maintaining their common areas. Rigo draws on a professional background in electrical construction and real estate marketing to offer a well-rounded perspective on every project. Rigo is deeply committed to building strong client relationships, prioritizing clear communication and a collaborative approach to problem-solving. His drive for excellence is evident in his early career milestones, which include high-profile projects for an airport and properties in Thailand. Outside of work, Rigo brings that same high energy to his passions for endurance sports, dancing, and enjoying the natural beauty of the beach.
SueLynn joined our Association Reserves team in 2023. A graduate of UCLA with a degree in International Development Studies, SueLynn partners with board members and stakeholders to craft accurate, accessible reserve studies through diligent inspections and data management. She leverages a strong professional background in nonprofit fundraising operations, bringing specialized expertise in database hygiene, budget management, and client relations to her role. Known for her high standards and love for problem-solving, SueLynn believes that active listening is the key to delivering studies that associations find truly valuable. Outside of work, SueLynn is a proud new mother who channels her tenacity into cooking, woodworking, and gardening with the goal of one day establishing a family homestead.
As a Project Coordinator, Nelson manages essential operational tasks ranging from accounts receivable and client communications to preparing custom proposals and site inspection data. Nelson has a degree in Industrial Engineering, and brings over a decade of diverse experience in construction, equipment maintenance, and procurement to the team. Nelson approaches his work with a keen attention to detail and a commitment to clear communication, ensuring every project comes together seamlessly for both managers and clients. He particularly values the supportive culture of the Los Angeles office and the professional flexibility that allows him to excel in his role. Outside of work, Nelson stays driven by new challenges like mountain climbing and pickleball, and he enjoys the newfound opportunity to travel abroad.
As a Project Coordinator, Froilyn provides vital technical and administrative support, from managing component inventories and precise site measurements to coordinating complex task assignments. She joined the team in 2019 with over a decade of experience in engineering and project management, specializing in system integration and technical leadership for large-scale overseas projects. Froilyn takes great pride in her ability to solve complex problems, such as utilizing architectural drawings to provide accurate reserve estimates for properties still under construction. She thrives in the Los Angeles office’s collaborative environment, where her meticulous attention to detail and process improvement skills keep operations running smoothly. Outside of work, Froilyn is an avid traveler, a dedicated cat lover, and the President of her local pickleball club, and also enjoys crafting barista-quality iced coffees.
Stephen Vasquez joined the Association Reserves team in 2026 and now serves as a Project Manager. He earned his Bachelor of Arts in International Relations with a focus in Global Business from the University of Southern California. Before joining Association Reserves, Stephen gained experience in operations, financial analysis, client service, inventory management, and administrative support through roles with Nike, USC Information Technology Services, and Aureate Capital. His background has helped him develop strong organizational, communication, research, and problem-solving skills, which he now applies to supporting Reserve Study preparation, site inspections, documentation, and cost research. Stephen is eager to continue learning the Reserve Study industry and grow within the project management field. A Los Angeles native, Stephen currently supports Association Reserves’ clients throughout the Los Angeles region.
