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Cerro Pacific Wealth AdvisorsFinancial advisor in San Luis Obispo, CA

Cerro Pacific Wealth Advisors is a financial advisor at 733 Marsh St #110, San Luis Obispo, CA 93401, ranked #18 of 34 financial advisors in San Luis Obispo and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Luis Obispo, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 457-3300Website ↗

Key facts

Key facts about Cerro Pacific Wealth Advisors
Address733 Marsh St #110, San Luis Obispo, CA 93401Get directions
Phone(805) 457-3300
Websitecerrowealth.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Luis Obispo and 7 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero, Nipomo and Paso Robles.

Based in San Luis Obispo, CAView on map

Opening hours

Opening hours for Cerro Pacific Wealth Advisors
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cerro Pacific Wealth Advisors

How is Cerro Pacific Wealth Advisors ranked in San Luis Obispo?

Cerro Pacific Wealth Advisors is ranked #18 of 34 financial advisors in San Luis Obispo by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Cerro Pacific Wealth Advisors’ hours?

Cerro Pacific Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cerro Pacific Wealth Advisors serve?

Serves San Luis Obispo and 7 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero, Nipomo and Paso Robles. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Cerro Pacific Wealth Advisors?

Cerro Pacific Wealth Advisors has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Cerro Pacific Wealth Advisors?

Call Cerro Pacific Wealth Advisors on (805) 457-3300. The business is at 733 Marsh St #110, San Luis Obispo, CA 93401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Cerro Pacific Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cerro Pacific Wealth Advisors (this business)—605.0 (3)NoNo
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Blakeslee & Blakeslee Inc.#17614.2 (5)NoNo0.3 mi
Hicks Pension Services#19602.3 (6)NoNo0.5 mi

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