Cerro Pacific Wealth Advisors
Hours:
733 Marsh St #110, San Luis Obispo CA 93401 Hours
About Cerro Pacific Wealth Advisors
We are independent advisors, unencumbered by conflicts of interest or the constraints of a large firm, in constant pursuit of helping our clients achieve true financial independence. Located on California’s Central Coast, Cerro Pacific Wealth Advisors is a team of financial professionals with more than 80 years of collective professional experience providing investment advice, portfolio construction and financial planning. A fee-only, independent registered investment advisory firm, we are fiduciaries who provide counsel that is in the best interests of our clients.
Most Recent Reviews
August 2025
We've been working with Dan for several years and plan on continuing. He is very professional, knowledgeable and personable.
August 2024
Professional, friendly and knowledgeable staff. I highly recommend all team members.
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- San Luis Obispo, California