Advisor at MESA Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MESA Wealth Management
Location
Camarillo, CA 93010
Credentials
Series 63, Series 65
Industry experience
28 years
Sandy Mesa is a financial advisor with MESA Wealth Management in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Mesa has worked with firms including Western International Securities, Inc. and Financial West Group, and has led MESA Wealth Management since 2015. Additionally, Mesa serves as a financial advisor and consultant for the LAPD Protective League, advising on City of LA benefits and investments. MESA Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors, covering areas such as cash flow, risk management, retirement, and estate planning. The firm employs a globally diversified, long-term investment strategy emphasizing asset allocation and typically manages portfolios on a non-discretionary basis, often recommending third-party managers.
Based on MESA Wealth Management
Based on MESA Wealth Management
$1 - $5,000,000: 1.50% Above $5,000,000+: Negotiable
Minimum fee: Financial planning fixed fees ranging from $1,000 to $10,000 per plan Fee-only: Financial planning services offered on a fixed fee basis ($1,000 to $10,000 per plan)
266 Mobil Avenue, Suite 218
Camarillo, CA 93010
California · Tennessee · Texas
APW Inc
2023 - Present (3 years)
APW Inc
2023 - 2023 (1 year)
Western International Securities, Inc.
2017 - 2023 (6 years)
MESA Wealth Management
2015 - Present (11 years)
MESA Wealth Management, Inc. dba MESA Wealth Management & Ins Ag
2009 - Present (17 years)
Financial West Group
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Thousand Oaks, CA
Carty Financial, Inc.
Series 63, Series 65
Thousand Oaks, CA
Bassin, Bruce
CFP®, Series 66
Santa Rosa Valley, CA
Opes MVB Capital, LLC
CFP®, Series 63, Series 65
Thousand Oaks, CA
Daniel J. Disimile CFP, LLC
CFA®, Series 63
Westlake Village, CA
Haven Capital Group
Series 63
Camarillo, CA
Contemporary Planning Alternatives
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")