Cerro Pacific Wealth Advisors, LLC

Brianna Ferguson is a CFP® with 12 years of industry experience and is currently with Cerro Pacific Wealth Advisors, LLC, where she has worked since 2020. Prior to that, she was associated with Central Coast Wealth Management and Commonwealth from 2016 to 2020. Outside of her advisory role, she is co-owner and CEO of a cattle ranch in Creston, California. Cerro Pacific Wealth Advisors serves individuals, trusts, retirement plans, and corporate entities, including certain reinsurance companies related to vehicle dealerships. The firm combines internal portfolio construction with third-party managers, employing a range of investment methods and instruments tailored to client objectives and risk tolerance.

Daniel Speirs is a financial advisor at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA, with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Cerro Pacific Wealth Advisors serves individuals, trusts, retirement plans, and corporate entities, including reinsurance companies related to vehicle dealerships. The firm provides comprehensive portfolio management, financial planning, and consulting, combining internal portfolio construction with third-party managers and employing a diverse range of investment strategies and instruments tailored to client objectives.

Lyle Meek is a financial advisor at Cerro Pacific Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cerro Pacific since 2020, following roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Meek serves as Chair of the Investment Committee for the San Luis Coastal Education Foundation, a nonprofit supporting public schools in San Luis Obispo. Cerro Pacific Wealth Advisors serves individuals, trusts, retirement plans, and corporate entities, including certain reinsurance companies related to vehicle dealerships. The firm combines internal portfolio construction with third-party managers, employing multiple investment analysis methods and a broad range of instruments tailored to client objectives and risk tolerance.

Timothy Reyna is a CFP® certificant with six years of industry experience, currently serving as an advisor at Cerro Pacific Wealth Advisors, LLC. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. Outside of his financial advisory work, he is involved as a soccer referee for high school matches and in referee administration. Cerro Pacific Wealth Advisors serves individuals, trusts, retirement plans, and corporate entities, including certain reinsurance companies related to vehicle dealerships. The firm employs a multi-method investment approach with both internal portfolio construction and third-party managers, offering comprehensive financial planning and specialized consulting services.