San Luis Wealth Advisors

Gavin Benbrook is a financial advisor at San Luis Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining San Luis Wealth Advisors in 2021, he worked at MINDBODY, Inc. and Lululemon athletica. San Luis Wealth Advisors provides investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a top-down investment approach and offers customized financial plans, managing assets across a variety of instruments to meet client objectives.

Rasheem Banks is a CFP® professional with 13 years of industry experience, currently serving at San Luis Wealth Advisors. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. San Luis Wealth Advisors provides investment management and financial planning services to a diverse client base including individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down investment approach, utilizing a variety of instruments and focusing on customized financial planning and discretionary portfolio management.

Jennifer Chesini is a CFP® with 17 years of industry experience. She is currently with San Luis Wealth Advisors and has previously worked at Cerro Pacific Wealth Advisors, LLC and Wells Fargo Clearing Services, LLC. San Luis Wealth Advisors provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down investment approach and offers customized financial plans, managing over $700 million in assets across discretionary accounts.

Joel Askew is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones from 2014 to 2022, San Luis Wealth Advisors from 2022 to 2025, and currently is with Anchor Point Financial. He is based in San Luis Obispo, CA. San Luis Wealth Advisors LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down investment approach with customized financial plans and discretionary portfolio management.

Bradley Goodwin is a financial advisor at San Luis Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he has a minority ownership in an online activewear retailer, Left Lane Sports. San Luis Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down investment approach with customized financial plans and discretionary portfolio management.

Meredith Collins is a financial advisor with San Luis Wealth Advisors in San Luis Obispo, CA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Cerro Pacific Wealth Advisors, Crew Wealth Management, LPL Financial, Bank of America, Merrill Lynch, and Central Coast Wealth Management. Outside of her advisory work, she is a notary public. San Luis Wealth Advisors provides investment management and financial planning services to a diverse client base, including individuals, families, trusts, and businesses. The firm uses a predominantly top-down investment approach, employing various instruments such as REITs, MLPs, and private placements to suit client objectives.

Luke Kittinger is a CFP® with 12 years of experience in the financial industry. He currently works at San Luis Wealth Advisors and previously held positions at Wells Fargo Clearing and Fidelity Investments. San Luis Wealth Advisors LLC is an independent registered investment adviser managing approximately $760 million in client assets. The firm serves individuals, families, trusts, charitable organizations, businesses, and pension plans, offering comprehensive financial planning, portfolio management, and retirement-plan fiduciary services. Their investment approach uses a predominantly top-down methodology with fundamental analysis, employing tools such as options strategies and artificial intelligence under human oversight.