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Kevin O
Series 65
San Luis Obispo, CA
Trellis Wealth Advisors, LLC
Kevin Okimoto is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding a Series 65 designation with 15 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm typically manages discretionary portfolios and offers retirement-plan advice and fiduciary services, with a four-member investment committee and routine use of third-party managers for specialized client needs.
David W
Series 66
San Luis Obispo, CA
Trellis Wealth Advisors, LLC
David Whitcher is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm serves clients with managed-account portfolios typically around $5 million and offers customized portfolio management with discretionary oversight.
Mark T
Series 63, Series 65, Series 66
San Luis Obispo, CA
Trellis Wealth Advisors, LLC
Mark Thompson is a financial advisor with Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation using diversified, low-cost mutual funds and ETFs. The firm typically manages portfolios on a discretionary basis and offers retirement-plan advice and plan-level fiduciary services.
Carrie M
Series 63, Series 65
San Luis Obispo, CA
Trellis Wealth Advisors, LLC
Carrie Miller is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Trellis Wealth Advisors since 2014. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm serves clients with managed-account portfolios typically around $5 million and offers retirement-plan advice and fiduciary services.
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