Founded in 2021, Cerro Pacific Wealth Advisors is a fee-only, fiduciary wealth management firm based in San Luis Obispo, California. The company is committed to providing objective, transparent, and client-centered financial advice, acting in the best interests of its clients at all times. Their services encompass a wide range of financial needs, including retirement planning, investment management, estate planning, and tax strategies, with a mission to build long-term, trusted relationships and help clients achieve their financial goals.

Founded in

United States