Monique San Miguel Lopez (CRD# 6543655) is an Investment Advisor Representative working at Sas Financial Advisors, LLC in San Francisco, CA and has over 7 years 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 |
|---|---|---|---|
| Sas Financial Advisors, LLC | San Francisco, CA | Feb 2020 - Current | 3 |
| Forusall | San Francisco, CA | Oct 2018 - Dec 2019 | 1 |
| Charles Schwab & Company, Inc. | Walnut Creek, CA | Aug 2015 - Sep 2018 | 3 |
| Charles Schwab Bank | Walnut Creek, CA | Aug 2015 - Sep 2018 | 3 |
| Habitat For Humanity Greater San Francisco | San Francisco, CA | Aug 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CA
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts400ACCOUNTS
-
Average Account Value$275,250
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.