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Cerro Pacific Wealth Advisors, LLC
SEC-regulated
Registered investment advisor
Cerro Pacific Wealth Advisors, LLC, located in San Luis Obispo, CA, was established in 2020 as an investment adviser firm. The firm is owned by Daniel Speirs, Lyle Meek, and Jennifer Chesini. Cerro Pacific offers a range of investment advisory services, including Comprehensive Portfolio Management and Financial Planning & Consulting. The firm acts as a fiduciary, always prioritizing clients' best interests. Investment strategies include asset allocation, fixed income, leverage, options, and short sales, among others. Clients can have discretionary accounts, allowing Cerro Pacific to make investment decisions without prior approval. The firm does not accept proxy authority to vote client securities. Cerro Pacific does not provide financial information in the brochure as it does not require prepayment exceeding $1,200, does not take custody of client funds, and has a sound financial condition. Clients are encouraged to review account statements from the qualified custodian and can request full copies of the firm's Code of Ethics. For more information, clients can contact Timothy Reyna, the Chief Compliance Officer, at 805-457-3300 or visit www.CerroWealth.com.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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