Dan Speirs Email and Phone Number
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As a registered investment advisor, we strive to do more than grow our clients’ portfolios—we offer calm from the storm. When clients work with us, they can rest easy knowing they have a team of professionals who sit on the same side of the table and are there to guide them through the ups and downs of life.From creating a plan to selecting and managing investment portfolios, Cerro Pacific Wealth Advisors partners with you throughout your financial life, advising on all major decisions and supporting you throughout every milestone.Cerro Pacific Wealth Advisors is an SEC registered investment adviser located in California. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s website on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals giving testimonials or endorsements.
Cerro Pacific Wealth Advisors
View- Website:
- cerrowealth.com
- Employees:
- 2
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Founding PartnerCerro Pacific Wealth Advisors Oct 2020 - PresentSan Luis Obispo, California, United StatesWe 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. -
Managing Director, Investment Officer At Wells Fargo AdvisorsGoodwin & Speirs Investment Group Of Wells Fargo Advisors Sep 2009 - Oct 2020San Luis Obispo, California AreaGoodwin & Speirs Investment Group of Wells Fargo AdvisorsManaging Director, Investment OfficerSenior PIM Portfolio Managerhttp://www.goodwinspeirs.comWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC
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First Vice President, Financial ConsultantRbc Wealth Management Jan 2002 - Oct 2009San Luis Obispo, Ca
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Director Of Biz Dev And Channel SalesValicert Feb 2001 - Jan 2002Mountain View, Ca
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Category ManagerEpinions Nov 1999 - Jan 2001Mountain View, Redwood Shores & Brisbane, Ca
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Director Of SalesQuote.Com Feb 1998 - Nov 1999Mountain View, Ca
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National Accounts ManagerCemax-Icon Jan 1996 - Jan 1998Fremont, Ca
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National Accounts Sales SpecialistAcuson Jan 1992 - Jan 1996Mountain View, Ca
Dan Speirs Skills
Dan Speirs Education Details
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Gonzaga University, Firenze, ItaliaInternational Business -
Dunn School -
University Of San DiegoInternational Relations -
San Jose State UniversityInternational Business
Frequently Asked Questions about Dan Speirs
What company does Dan Speirs work for?
Dan Speirs works for Cerro Pacific Wealth Advisors
What is Dan Speirs's role at the current company?
Dan Speirs's current role is Founding Partner at Cerro Pacific Wealth Advisors.
What is Dan Speirs's email address?
Dan Speirs's email address is da****@****ors.com
What is Dan Speirs's direct phone number?
Dan Speirs's direct phone number is +180580*****
What schools did Dan Speirs attend?
Dan Speirs attended Gonzaga University, Firenze, Italia, Dunn School, University Of San Diego, San Jose State University.
What are some of Dan Speirs's interests?
Dan Speirs has interest in Technology, Cycling, Photography, Running, Tennis.
What skills is Dan Speirs known for?
Dan Speirs has skills like Investment Strategies, Investments, Strategic Planning, Asset Allocation, Retirement Planning, Insurance, Reinsurance Investment Strategies.
Who are Dan Speirs's colleagues?
Dan Speirs's colleagues are Brianna Ferguson.
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Dan Speirs
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