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

Dan Speirs
Founding Partner
Cerro Pacific Wealth Advisors
United States, California, San Luis Obispo
About Me
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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