Sara
Gawick
Illumination Wealth Management
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About this Advisor
Sara Gawick is a financial advisor based in San Diego, California, working with Illumination Wealth Management. Sara has previously held positions at Wells Fargo Advisors Financial Network, LLC, Extended Travel/Unemployed, French Country Wines, Macquarie America Services Inc, Ameriprise Financial Services, Inc, and Illumination Wealth Management. Sara has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire and Texas. Currently, Sara is part of Illumination Wealth Management, which operates out of San Diego, California. The firm has 8 offices and 14 employees. The firm manages assets totaling $307.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Illumination Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Illumination Wealth Management Brokerage Details
$307,090,824
14
970
$316,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Sara Gawick Work History
Illumination Wealth Management
Illumination Wealth Management
Ameriprise Financial Services, Inc
Wells Fargo Advisors Financial Network, LLC
Extended Travel/Unemployed
French Country Wines
Extended Travel/Unemployed
Macquarie America Services Inc
Disclosures
Please visit the SEC profile of Sara Gawick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Illumination Wealth Management
Orinda, CA
Kilgore, TX
Indianapolis, IN
San Diego, CA
San Diego, CA
Rochester, NY
San Diego, CA
San Diego, CA
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