CoverProfile

Dan Speirs

Founding Partner

Cerro Pacific Wealth Advisors

United States, California, San Luis Obispo

About Me

Daniel Speirs was raised in the financial world, had a successful career in high tech, then returned to his roots to become an investment advisor who can relate to his clients’ needs. Dan’s father was a successful stockbroker and taught college courses on investing. Through his father, Dan learned about the markets and the power of investments. Many of Dan’s clients remember him helping in his father’s office. After receiving a degree in international relations with a minor in business administration from the University of San Diego, Dan began his career on the trading floor of the Chicago Board of Trade working for Prudential Securities in grain futures and bond markets. From there, Dan

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Profile Information

Founding Partner

Cerro Pacific Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Luis Obispo

California

United States

Oct 7, 2024

Work Experience

Cerro Pacific Wealth Advisors

Founding Partner
Oct 2020 - Present
Email: daniel@cerrowealth.com

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