Kevin J. Okimoto
Trellis Wealth Advisors, Llc
Financial Planner in San Luis Obispo, CA
Address:Address Pending Update
San Luis Obispo, CA 93401
About Kevin J. Okimoto
Kevin Okimoto is a financial professional at Trellis Wealth Advisors, Llc located in San Luis Obispo, California. Kevin Okimoto holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kevin Okimoto provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kevin OkimotoAddress Pending Update
San Luis Obispo, CA 93401
Phone Number:
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Website:
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