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Locality: Atascadero, California

Phone: +1 805-538-5068



Address: 7350 El Camino Real Ste 201 93422 Atascadero, CA, US

Website: www.santanawealthmanagement.com

Likes: 229

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Santana Wealth Management 26.06.2021

Whether you end up going with the conventional advice or going your own way, a professional opinion on your retirement income strategy could help you make the most of your resources and help you find the lifestyle that feels just right for you.

Santana Wealth Management 16.06.2021

True or False? Sustainable investing is mostly about the environment. https://go.rjf.com/3wpJyx8

Santana Wealth Management 02.06.2021

Happy Father's Day!

Santana Wealth Management 09.05.2021

Happy Pride Month! Our Pride Financial Advisors Network here at Raymond James is ready to lead us in celebrating all month long. Learn more about diversity and inclusion at the firm:

Santana Wealth Management 27.04.2021

Enjoy your 3 day weekend...

Santana Wealth Management 18.04.2021

In observance of the holiday, our offices will be closed on Monday, May 31, 2021.

Santana Wealth Management 11.04.2021

There are several ways to reduce your family's chances of becoming a victim of tax return identity fraud. Check out these prevention tips.

Santana Wealth Management 22.03.2021

Pediatric surgeon. Nonprofit board member. Topiary artist. If there's one thing we all share, it's that our lives are all unique. A life well planned allows you to live your life. Learn more at www.lifewellplanned.com

Santana Wealth Management 08.03.2021

Chief Economist Scott Brown discusses growing inflation concerns in this week's commentary. Learn more.

Santana Wealth Management 24.02.2021

Remote work has had many impacts on our day-to-day life, but also the housing market. Read more.

Santana Wealth Management 17.02.2021

Our offices will be closed on Thursday, November 26, 2020. Happy Thanksgiving!

Santana Wealth Management 08.11.2020

If there is one characteristic that has been more prevalent than not throughout our country's history, it is that elections cause uncertainly within the equity market. CIO Larry Adam @LarryAdamRJ provides the lay of the land ahead of the election.

Santana Wealth Management 28.10.2020

Check out the latest from Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs.

Santana Wealth Management 21.10.2020

The Federal Trade Commission (FTC) reported that Coronavirus-related scams had cost Americans more than $70 million by June 25, 2020. These case studies can help you put up a defense against digital criminals.

Santana Wealth Management 13.10.2020

Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs offers insight on what to expect with the markets today.

Santana Wealth Management 08.10.2020

Learn from a charitable specialist in this on-demand video about the various charitable planning techniques that can be utilized this giving season.

Santana Wealth Management 24.09.2020

Check out these 3 myths about voting and market volatility. Click to learn more: https://go.rjf.com/2RSMaAQ .

Santana Wealth Management 14.09.2020

Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs.

Santana Wealth Management 05.09.2020

Election Day is quickly approaching. Stay up to date about possible impacts to markets, the economy and longer-term policy:

Santana Wealth Management 15.08.2020

Raymond James donates over $2 million to aid those impacted by COVID-19. Learn more about our commitment to local and national charitable organizations: