Sackett Wealth Advisors, Inc.

Michael Sackett is a financial advisor with Sackett Wealth Advisors, Inc. in Brea, CA, holding a Series 66 designation and 34 years of industry experience. He has been with Sackett Wealth Advisors since 2017 and previously worked at Independent Financial Group. Sackett is also the owner of Sackett Financial Group, which provides tax, accounting, business consulting, and insurance services. Additionally, he serves on the board of directors for a propane and natural gas distributor and is involved in overseeing an e-commerce business for HVAC control systems. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm delivers discretionary investment advice using an asset-allocation approach focused on equities, fixed income, ETFs, mutual funds, and other securities, and is affiliated with an accounting practice offering tax planning and related consulting services.

Delana Paukert is a financial advisor with Sackett Wealth Advisors, Inc., holding a Series 65 designation and three years of industry experience. She has worked at Sackett Wealth Advisors since 2020 and previously held roles at Sackett Financial Group, Pacific Dawn Capital, Triqor Group, and Cal State University, Fullerton. Outside of her advisory work, she is a part-owner and active captain in a charter boat business, Coast Maritime LLC. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial consulting, and retirement plan services using a discretionary, asset-allocation approach with a focus on passively oriented funds and annual client reviews.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Jenna Patterson is a financial advisor at Sackett Wealth Advisors, Inc. in Brea, CA. She holds a Series 65 designation and has been with the firm since 2022. Prior to joining Sackett Wealth Advisors, she completed her undergraduate and post-secondary education. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial consulting, and retirement plan consulting, using a discretionary, asset-allocation approach with a focus on passively oriented asset-class funds.

Shaun Sackett is a financial advisor at Sackett Wealth Advisors, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at Sackett Wealth Advisors since 2017, following five years at Independent Financial Group and over two decades at Michael J. Sackett & Associates, Inc. He is also involved with Sackett Financial Group, providing financial and tax services. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and financial consulting, employing a discretionary asset-allocation approach with an emphasis on passively oriented asset-class funds, and maintains an affiliation with an accounting practice to provide tax planning and related consulting services.