Corvus Wealth Advisors

www.corvuswealth.com

Our 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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Our 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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Country

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State

California

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Employees

1-10

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Founded

2021

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Potential Decision Makers

  • Director of Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Management Intern

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planning Associate

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner Practitioner

    Email ****** @****.com
    Phone (***) ****-****

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