Presidio Group Wealth Management Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

You are the foundation of our practice. Your dreams and your expectations drive our planning process. If you feel any bit uncertain about the investments you own or the manner in which you acquired them, call us for a second opinion. You deserve an honest, straightforward evaluation with all the transparency and facts laid out on the table. You deserve a responsive caring team that values your business. You are in it for the long haul. We are too. Let’s be candid and admit the obvious. You demand a high level of expertise and accomplishment. We both are Certified Financial Planner™ practioners. We are happy to share our educational backgrounds, our industry accomplishments, our life experience and even our golf scores. We come from humble beginnings and we eat our own cooking. We chose to establish an Independent practice where we can guide our clients the right way. Our disciplined, long term focused advice helps us make smart decisions in all market environments. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Holguin & Sy Wealth Management is a separate entity from WFAFN.

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