Point Sur Advisors, LLC
(805) 574-1620
524 East Branch Street, San Luis Obispo, California, 93401
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
About us
Our founder, Erika, started in the financial services industry in 2010 working for a wealth management firm that provided retirement plan consulting to local businesses and wealth management services for high-net-worth clients. She started the company that became Point Sur Advisors in 2016. Some of the guiding principles are being able to provide investment advice and retirement plan design that are actionable by the client. We are advisors who are accessible to our clients and their other advisors. We work to bring ideas to our clients to solve some of their most pressing financial concerns—whether it’s an ever-changing regulatory environment for retirement plan sponsors or help managing assets to carry on a legacy the next generation.