Corvus Wealth Advisors
www.corvuswealth.comOur firm, Corvus Wealth Advisors, was born from the combination of two established San Luis Obispo County firms: Garcia Wealth Management Group, founded by Rob Garcia, and Compass Financial Planning, founded by Carolyn Herzog. Our experienced team of investment, retirement plan and financial planning professionals work closely with our clients to understand their unique objectives. We create customized strategies while providing a high level of service and communication.
Read moreOur firm, Corvus Wealth Advisors, was born from the combination of two established San Luis Obispo County firms: Garcia Wealth Management Group, founded by Rob Garcia, and Compass Financial Planning, founded by Carolyn Herzog. Our experienced team of investment, retirement plan and financial planning professionals work closely with our clients to understand their unique objectives. We create customized strategies while providing a high level of service and communication.
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Director of Operations
Email ****** @****.comPhone (***) ****-****Wealth Management Intern
Email ****** @****.comPhone (***) ****-****Financial Planning Associate
Email ****** @****.comPhone (***) ****-****Certified Financial Planner Practitioner
Email ****** @****.comPhone (***) ****-****
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