Sarah
Garnica-Saldana

Hbks Wealth Advisors

CRD#7393152
Investment Advisor
in Erie, PA

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About this Advisor

Sarah Garnica-Saldana is a financial advisor based in Erie, Pennsylvania, working with Hbks Wealth Advisors. Sarah has previously held positions at Hbks Wealth Advisors, El Amigo Mexican Grill, Cuna Mutual Group, The Pennsylvania State University, Barnes And Noble College, The Pennsylvania State University - Behrend College, Seneca High School, and Hbk Sorce Insurance LLC. Sarah has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Sarah is part of Hbks Wealth Advisors, which operates out of Erie, Pennsylvania. The firm has 12 offices and 105 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Hbks Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

235 W 6Th St
Erie, PA 16507

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Hbks Wealth Advisors Brokerage Details

Total Assets Under Management

$5,570,269,830

PA Average: $15,833,994,310
Total Number of Employees

105

PA Average: 41
Total Number of Accounts

17,566

PA Average: 3,342
Average Account Size

$317,105

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Sarah Garnica-Saldana Work History

2023 - Present (1 year)

Hbk Sorce Insurance LLC

2022 - Present (2 years)

Hbks Wealth Advisors

2021 - 2021 (< 1 year)

Cuna Mutual Group

2021 - 2022 (1 year)

Barnes And Noble College

2019 - 2022 (3 years)

The Pennsylvania State University

2018 - 2021 (3 years)

The Pennsylvania State University - Behrend College

2016 - 2021 (5 years)

El Amigo Mexican Grill

2014 - 2018 (4 years)

Seneca High School

Disclosures

Please visit the SEC profile of Sarah Garnica-Saldana 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 Hbks Wealth Advisors

Jason Klein
Warrendale, PA
Brian Sommers
Warrendale, PA
Jason Nunnery
Stuart, FL
Shirley Trefelner
Warrendale, PA
Christopher Nagel
Conshohocken, PA
Ryan Hawk
Naples, FL
Matthew Chlopek
Naples, FL
Patrick Brown
Naples, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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