Sarah N. Santana of Santana Wealth Management | NAWBO


Sarah N. Santana of Santana Wealth Management

Central Coast California
+1 (805) 225-1919

Sarah N. Santana

Experience and Background

I have found that knowledge is power. Understanding your finances and your goals is essential in building a financial strategy. This concept was foreign to me. I grew up in poverty never understanding why my family couldn't make ends meet. It motivated me to learn and now I am able to share with others my experiences. I look forward to learning about your financial goals and helping you put a personalized strategy together to help you achieve them.

I am located in Morro Bay, CA, 1181 Main St. My family and I relocated to Morro Bay from Bakersfield in 2013.

In 2016, I received The Tribune's Top 20 under 40 and in 2011, I received the Business Leader-Latinas Leading the Way Award. My greatest achievement is my family, my husband, Lupe, and my children, Noah 13 and Bella 10.

I attended California Polytechnic State University and graduated with a bachelor’s degree in business administration.

Relationships are key, and in my view, meeting face to face builds strong relationships. We meet when it’s convenient for you because we recognize the challenging needs of your businesses and your life. Connect with us, I'd love to hear more about you.

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