Advisors at this firm
Justin W
Series 65, Series 66
San Francisco, CA
Amoretti Wollman Capital Management
Justin Wollman is a financial advisor at Amoretti Wollman Capital Management with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has held roles at several firms including Intent Financial Services and DGC Global. Outside of advisory work, Wollman is the founder of Sonar Signal, Inc., a financial technology company developing a behavioral planning software tool. Amoretti Wollman Capital Management serves individual and high-net-worth clients as well as small business retirement plans, offering discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm uses a blend of quantitative, fundamental, technical, and economic analysis to create risk-based, multi-manager model portfolios with dynamic asset allocation and ongoing monitoring.
Rodrigo N
Series 65, Series 66
San Francisco, CA
Amoretti Wollman Capital Management
Rodrigo Nevado is a financial advisor at Amoretti Wollman Capital Management with two years of industry experience. He holds Series 65 and Series 66 licenses and also serves as managing partner of Black Hill Ventures, a consulting firm focused on operational, branding, and business development services. Additionally, he is the director of operations at Canadian Health Labs, where he consults on logistics for placing traveling nurses in health authorities across Canada. Amoretti Wollman Capital Management serves individual and high-net-worth clients as well as small business retirement plans, providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-manager, risk-based investment approach that combines quantitative, fundamental, technical, and economic analyses to create tailored model portfolios.
Guillermo A
Series 65
San Francisco, CA
Amoretti Wollman Capital Management
Guillermo Amoretty is a financial advisor at Amoretti Wollman Capital Management with three years of industry experience. He holds a Series 65 designation and has worked at firms including Block Advisors and his own CPA and tax advisory practice, Amoretti Advisors, where he serves as principal. In addition to his advisory role, he leads a CPA and tax practice focused on tax planning and advice. Amoretti Wollman Capital Management serves individual and high-net-worth clients as well as small business retirement plans, providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-manager, risk-based investment approach that integrates quantitative, fundamental, technical, and economic analysis.
