Sarah S.
Wealth Consultant @Obispo Wealth Management
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WORK HISTORY
Wealth Consultant @Obispo Wealth Management
San Luis Obispo, CA, US
Sarah Santana is a registered representative with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
EDUCATION
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Business Administration
ABOUT SARAH S.
I have been serving investors for over two decades. I have guided investors and business owners through an array of financial disciplines, such retirement planning, real estate 1031 exchanges, mortgage lending, estate execution, trust design, commercial financing and commercial real estate. My financial background is vast, I loves to learn, and more importantly, I love to teach. I have spoken to small and large groups upward of people. I have served several local nonprofit boards and has donated countless hours of financial education to Cuesta College, Cal Poly University and small groups in the community. I have been honored by the Tribune as a Top 20 under 40 and have earned the honor of being called a Latina Leading the Way by Latina Leaders of Bakersfield.Investing wisely is so much more than money. Invest in God, your spouse, your health and most importantly your children. My greatest accomplishments are still my two beautiful children Noah and Bella.
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