Korinne Sugasawara (CRD# 7827119) is an Investment Advisor Representative working at Guiding Wealth Management, LLC in Burlingame, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guiding Wealth LLC | Richardson, TX | Oct 2023 - Current | < 1 |
| East Rock Financial | San Mateo, CA | Oct 2023 - Current | < 1 |
| Nextgen | Sacramento, CA | Apr 2023 - Oct 2023 | < 1 |
| California State Assembly, Committee On Accountability And Admin | Sacramento, CA | Aug 2021 - Apr 2023 | 1 |
| California State Assembly, Ofce Of Assemblymember David Chiu | Sacramento, CA | Jan 2019 - Aug 2021 | 2 |
| California State Senate, Public Employment And Retirement Commit | Sacramento, CA | May 2017 - Jan 2019 | 1 |
| Mental Health Services Oversight And Accountability Commission | Sacramento, CA | Feb 2017 - May 2017 | < 1 |
| California State Senate, Ofce Of State Senator Hannah-beth Jacks | Sacramento, CA | Oct 2015 - Dec 2016 | 1 |
| Japanese American Citizens League | Washington, DC | Sep 2014 - Sep 2015 | 1 |
| Cambrian School District | San Jose, CA | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- CA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$269,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NV, PA, RI, TX
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