Dan Speirs
Founding Partner at Cerro Pacific Wealth Advisors
- Role
- Founding Partner at Cerro Pacific Wealth Advisors
- Location
- San Luis Obispo County, CA, US
- LinkedIn followers
- 500 followers
About Dan Speirs
As a registered investment advisor, we strive to do more than grow our clients’…
Experience
Founding Partner
Oct 2020 — Present · San Luis Obispo, CA, US
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.
Education
Gonzaga University, Firenze, Italia
International Business
1989 — 1990
University of San Diego
BA, International Relations
1987 — 1991
San Jose State University
MBA, International Business
1994 — 1996
Skills
- Asset Allocation
- Strategic Planning
- Reinsurance Investment Strategies
- Retirement Planning
- Investments
- Investment Strategies
- Insurance
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