Corvus Wealth Advisors Information
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Corvus Wealth Advisors
Summary
Our firm, Corvus Wealth Advisors, was born from the combination of two established San Luis Obispo County firms: Garcia Wealth Management Group, founded by Rob Garcia, and Compass Financial Planning, ...Show more
Organization Website | corvuswealth.com |
Phone Number | 805-434-2608 |
Industries | |
Headquarters Location | 613 South Main Street, Templeton, Ca, 93465 US |
Employees Size | 1-10 employees |
Specialties | Wealth Management, Retirement Planning, Retirement Services, Financial Planning, Institutional Investment Management, Endowments, Employer Sponsored Retirement Plans |
Founded | 2021 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
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Number of employees by department
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Length of Employment
Employee tenure at Corvus Wealth Advisors shows a diverse range of experience levels:
11% have been with the company for less than 1 year22% for 1–2 years22% for 3–4 years33% for 5–7 years11% have over 11 years of service at Corvus Wealth AdvisorsDiscover More
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Contact top employees from
Corvus Wealth Advisors
Bryan Krill
Director of Compliance & Technology
Travis Domingues
Financial Planning Associate
Emily Hockett
Retirement Department Administrative Assistant and Spanish Interpreter
Alison Venn
CERTIFIED FINANCIAL PLANNER™ Practitioner
Carolyn Herzog
Chief Investment Officer, Wealth Advisor and Managing Member
Brynne Speizer
Advisor
Rob Garcia
CERTIFIED FINANCIAL PLANNER™ Practitioner
Spencer Rhode
Financial Planning Associate
Anthony Leonti
Retirement Plan Advisor
Nick Fedrow
Associate Advisor
Arianna Brush
Client Services Associate
Stephanie Kemp
Director of Retirement Plan Operation
Giselle Crout
Chief Operating Officer
Katelin Mahoney
Investment Analyst
Beth Telford
Financial Planning Associate
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FAQ
Corvus Wealth Advisors operates in the Finance industries. More details can be found on the official website: corvuswealth.com.
The headquarters of Corvus Wealth Advisors are located in Templeton, United States.
You can contact Corvus Wealth Advisors by phone at 805-434-2608.
Corvus Wealth Advisors currently employs 1-10 people.
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