As the Director of Client Services, Sergio is responsible for supporting the exceptional client service experience offered by Relevant Wealth Advisors.
Sergio brings over 8 years of experience in the financial advisory industry.
Background, Education, and Professional Qualifications
Sergio has served in a variety of roles supporting and enhancing the client experience. Prior to working in the financial advisory industry, he worked in customer service for several years.
Sergio graduated from San Jose State University with a Bachelor of Science in Economics. He earned a certificate in financial planning from UC Berkeley Extension.
Sergio lives San Francisco. He enjoys being outdoors and staying active. Yosemite National Park and Santa Cruz are two of his favorite places to visit in California.