Paola Montserrat Quintero salazar
Investment adviser representative at True Wave Financial Planners
12 yearsExperience
1 stateRegistered in
$456.5MFirm assets
8 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 feeOther
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.
- True Wave Financial PlannersSep 2023 to now
- Lucas Group Financial Planners, IncMar 2022 to now
- Financial Wellness At Sacramento StateDec 2021 to May 2023
- McdonaldsJul 2016 to Nov 2021
- Del Campo High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
True Wave Financial Planners
Legal name: Lucas Group Financial Planners, Inc.
$456.5MAssets managed
956Clients
3Advisers
8 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
- 7465154
- Firm CRD
- 130163