Pandora Wealth, Inc.

Sergio De La Torre is a financial advisor at Pandora Wealth, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and JOYN Advisors. Outside of his advisory role, he owns and operates Pet Wants Alpharetta, a pet nutrition company offering natural pet food through an online and home-delivery program. Pandora Wealth advises individuals, businesses, and other entities with services that include portfolio management, financial planning, and estate-planning coordination. The firm builds diversified, tailored portfolios and typically manages accounts on a discretionary basis for clients with $500,000 or more under management.

Stephen Greco is a financial advisor at Pandora Wealth, Inc. with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Spotlight Asset Group, Inc. and Creative Planning. Pandora Wealth advises individuals, businesses, and other entities, offering portfolio management, financial planning, and related services. The firm builds diversified, tailored portfolios and typically manages accounts on a discretionary basis, integrating financial planning for clients with $500,000 or more under management.

David Tsow is a financial advisor at Pandora Wealth, Inc. in San Diego, CA, with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Spotlight Asset Group, Inc. and Charles Schwab Bank and Charles Schwab & Co., Inc. He has been with Pandora Wealth since its founding in 2024. Pandora Wealth advises individuals, businesses, and other entities, providing portfolio management, financial planning, and related services. The firm builds diversified portfolios tailored to client needs and typically manages accounts on a discretionary basis, offering integrated financial planning for clients with $500,000 or more under management.