A fairly new business owned by a not-so-new financial advisor has a new sign outside. Sarah Santana, the owner of Santana Wealth Management, has been in the financial industry for 23 years.
When asked what she loved most about being a financial advisor she said, “being able to empower and equip our clients in an industry run by fear and greed we sit at the corner of education and empowerment.”
Most people really struggle with understanding stocks, bonds and mutual funds. She believes there’s a whole lot more to investing than the investment. There are more objectives to consider, such as your taxes, your estate plan, your health insurance, your health and most importantly your family and your goals.
She is located at 1181 Main Street in Morro Bay across the street from the Masterpiece Hotel. Stop by and say “Hi.”