SLO Money Managers

Paul Parotti is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He is currently with SLO Money Managers, where he has worked since 2024, following nine years at Money Managers, Inc. Outside of his advisory work, he maintains a relationship with Crump Insurance Services, selling life, disability, long-term care insurance, and fixed annuities. SLO Money Managers is a fee-only advisory firm serving individuals, employer retirement plans, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning, employing both passive and active strategies and offering ESG portfolio options upon request. It also acts as a 3(38) investment manager for employer retirement plans, a fiduciary role uncommon among firms of its size.

Sarah Anderson is a financial advisor at SLO Money Managers with three years of industry experience. She holds a Series 65 designation and previously worked at Money Managers, Inc., Firestone Walker Brewing Company, and Santa Cruz Biotechnology, Inc. SLO Money Managers is a small, fee-only advisory firm serving individuals, employer retirement plans, charitable organizations, and businesses. The firm manages client portfolios using a combination of passive and active strategies guided by modern portfolio theory and provides both ongoing and project-based financial planning, including options for socially responsible investing.