Sarina Louise Correa
Investment adviser representative at Wisdom Financial Planning
25 yearsExperience
2 statesRegistered in
$165.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Wisdom Financial PlanningDec 2024 to now
- John Boyer, IncFeb 2012 to now
- Securities Service Network, Inc.Feb 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Wisdom Financial Planning
Legal name: John Boyer, Inc.
$165.6MAssets managed
185Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4516360
- Firm CRD
- 145275