Sarah Noemi Garnica-saldana
Investment adviser representative at Hbks Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.7BFirm assets
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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
- Pension consulting
Experience
12 years in the industry.
- Hbk Sorce Insurance LLCFeb 2023 to now
- Hbks Wealth AdvisorsJan 2022 to now
- Barnes and Noble CollegeSep 2021 to Jan 2022
- Cuna Mutual GroupJun 2021 to Aug 2021
- The Pennsylvania State UniversityOct 2019 to Jan 2022
- The Pennsylvania State University - Behrend CollegeAug 2018 to Dec 2021
- El Amigo Mexican GrillMar 2016 to May 2021
- Seneca High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 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
- 7393152
- Firm CRD
- 112139