Our Wealth Management Philosophy
Customize portfolios to meet the true goals of the assets
Stay aware of current economic trends while keeping a long term focus
Diversify across multiple asset categories to reduce volatility
Invest directly in stocks, bonds, ETFs, and cash to eliminate much of the costs associated with expense burdened investments
For clients who want more tangible investments, we are well versed in finding, financing, and managing investment properties. We can assist with identifying investment opportunities in private, early stage companies.
Independence means freedom to choose an open platform so we can select the best custodian for our clients assets, the best technology for trading, research & performance reporting, and best-in-class investment solutions.
Meet The Team
MBA Cal Poly '94
BA Political Science Cal Poly '91
After receiving his MBA from Cal Poly in '94, Brad began his career at Merrill Lynch. Prior to founding San Luis Wealth Advisors, he was a Managing Director at Wells Fargo Advisors. In addition to a career of being a Series 7 licensed securities broker, Brad has gained valuable experience in real estate investing. His focus has been primarily on the multi-family market. Further, he has also been active in private equity as an investor, as well as a consultant to capital raise campaigns for early stage companies.
Brad lives in San Luis Obispo with his wife, Trischa. They are proud parents to three children (Camryn 20, Hayden 17 and Cade 13). He enjoys surfing, mountain biking and brazilian jiu-jitsu.
email@example.com | (805) 810-0005
BS Business Administration '09
Prior to graduating with a BS in Business Administration in 2009, Joel entered the commercial financing industry – working primarily as a Financial Analyst and Commercial Loan Officer until 2014. He was a member of the team that launched Valley Republic Bank as a publicly traded bank in 2009 during the height of the Great Recession. Capitalizing on his experiences, Joel became a Financial Advisor with Edward Jones in 2014 – focusing his abilities with business owners, executives, and key employees. During his time there he also earned his Certified Financial Planner® designation. In 2022, he joined San Luis Wealth Advisors to increase his ability to continue meeting complex and evolving client needs and goals.
Joel lives in Bakersfield, CA with his 2 children (Stella & Beau) family enjoys traveling, kids sports schedules, live music, racing, and their 3 dogs.
firstname.lastname@example.org | (661) 567-0041
MS Business Analytics Cal Poly '21
BS Finance Cal Poly '20
Gavin joined our team as he was finishing up his graduate studies, earning a master’s degree in Business Analytics from Cal Poly in 2021. Gavin did his undergraduate studies at Cal Poly as well, receiving a BS in Finance. Gavin is a licensed advisor and is currently working on getting a CFP designation. In addition to providing research and data analytics for SLWA, he is focused on providing high quality advisory services for his clients. By working closely with Brad and Luke, he is blending his graduate education with industry experience. Gavin is particularly interested in the alternative investment space and looks forward to bringing those opportunities to his clients.
Gavin moved to San Luis Obispo for college and never wanted to leave. He enjoys golfing, traveling, and cooking/wine.
Associate Financial Advisor
email@example.com | (805) 810-0007
Kayla has eight years of banking experience as a branch supervisor at two credit unions. She joined Joel at Edward Jones in 2021 as a Branch Office Administrator, and has now joined him at San Luis Wealth Advisors as a Client Associate in our Bakersfield office. Kayla lives in Tehachapi with her husband Dalton, her son Hudson, and her two dogs Ellie and Oliver.
firstname.lastname@example.org | (661) 567-0042
BS Economics Cal Poly '13
Upon his graduation from Cal Poly in Business Economics, Luke worked for Fidelity Investments in Los Angeles, CA where he earned the marks for his Certified Financial Planner™ license. Most recently, he was an Associate Vice President at Wells Fargo Advisors where he focused the majority of his attention on asset management and all things financial planning. During his time at Wells Fargo Advisors Luke continued his education on traditional financial assets, but also dedicated himself to learning and helping his clients with alternative investments like real estate and private equity.
Luke lives in Arroyo Grande, CA with his wife Katie who is a RN, and daughter Kinsley.
email@example.com | (805) 810-0004
Joy has been a critical part of our practice's success, tirelessly delivering excellent client service. She has over 20 years experience as a Client Service Associate. She is a true client advocate.
In addition, to making everything in our practice run smoothly, she is a mother of four. She and her husband, Tino, live in San Luis Obispo.
Client Relationship Manager
firstname.lastname@example.org | (805) 810-0003
Carolyn brings greater than 15 years of financial services industry experience. Having worked alongside our team at Wells Fargo Advisors, she understands the nuances of our business, investment philosophy, and most importantly, client service model. She is truly an expert on the administrative side of our business.
Carolyn lives in San Luis Obispo with her family and many pets!
Senior Client Associate
email@example.com | (805) 810-0008