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Wayne Slappy

Wealth Advisor

SteelPeak Wealth

United States, California, Los Angeles

About Me

Wayne worked as a Manager and Vice President for global and local banks for over 12 years and has been in the wealth management industry for over 4 years. Prior to joining SteelPeak Wealth, Wayne was a financial advisor at Waddell & Reed. Wayne graduated from the University of San Diego where he earned his degree in Business Administration with a focus in Finance. He specializes in retirement planning, college savings, and comprehensive financial planning. He is an active member of the City Club Los Angeles and a moderator for the All Cities Network. His philanthropic endeavors include supporting the Leukemia & Lymphoma Society and providing educational seminars for veterans and u

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Profile Information

Wealth Advisor

SteelPeak Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Sep 9, 2024

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