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Tatiane S
Series 65
Elk Grove, CA
Brickley Wealth Management
Tatiane Saravia is a financial advisor at Brickley Wealth Management in Elk Grove, CA, with two years of industry experience. She holds a Series 65 designation and previously worked at Summitry (formerly Golub Group) for four years before joining Brickley Wealth Management in 2019. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a diversified, long-term investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and due diligence of third-party managers.
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