who we are

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.

Our principals have known and worked together for decades and typically serve clients across multiple generations.

When clients choose Cerro Pacific Wealth Advisors, they have access to their own multi-generational team who will serve them over the span of their financial lives and beyond.