BrianColla- Financial Advisor Corona, CA

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About Brian Colla

Palo Seco Wealth Management is a Christian Financial Firm providing financial planning and investment advice. We serve our clients as we would want to be served. Regardless of your beliefs or faith, we have always and will always be committed to serving clients with professional financial advice and genuine care.

We treasure the relationships we have with each of our clients, and we take pride in serving a diverse client base. If you want financial planning that is guided by timeless wisdom, we can be your partner in navigating the complexities of finance with wisdom and in ways that will lead to the flourishing of you and your loved ones.

We promise to do this with excellence and genuine care for you.

At Palo Seco Wealth Management, generosity is at the core of what I do. I am committed to giving back by donating 50% of all asset under management (AUM) fees to support the Kingdom of God. This means half of the fee we charge for managing your investments will be directed to the Christian charity of your choice.

My advisory fee is a flat 0.70%-significantly lower than the industry average. Of that, 0.35% will be donated on your behalf to your home church or a Christian charitable organization that aligns with your values and furthers God's work.

See Disclosures

General Information

Firm Start Year

2024

No. of Employees

CRD#

5752955

Firm CRD#

333631

Name of Custodial Firm

Altruist

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

Spanish

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 66, Series 7

Insurance and Annuity Licenses

Health, Life

Firm Information

Assets Managed by Firm

$3,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$3,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

Additional Details on Charges

Financial Plan Fee $800

Minimum Fee Charged for Managed Accounts

Education

Bachelor of Arts - Political Science

Loyola Marymount
08/01/1994 -05/01/1998

Juris Doctor - Law

Trinity Law School
08/01/1999 -05/01/2001

Financial Planning - Certificate

Bryant
06/01/2023 -08/01/2023

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892851/paladinregistry-Palo-Seco-Wealth-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Brian Colla

Palo Seco Wealth Management