Sarah
Garnica-Saldana
Hbks Wealth Advisors
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About this Advisor
Sarah Garnica-Saldana is a financial advisor working out of Erie, Pennsylvania with a total of 1 year of relevant experience. Garnica-Saldana works at Hbks Wealth Advisors. Throughout their career, Garnica-Saldana has worked 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, Wattsburg Area Middle School, Charter School Of Excellence: Maritime Center and Perry Elementary School. Garnica-Saldana has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Pennsylvania. Hbks Wealth Advisors is an advisory company based in Erie, PA. It has offices in 13 locations and a total of 95 employees. It has $5 billion in assets under management across its 15,664 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 15,664 accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a broad assortment of services, such as 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. Fees for financial management are based on which services are provided. Fee types charged by Hbks Wealth Advisors may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbks Wealth Advisors Brokerage Details
$4,991,756,194
95
15,664
$318,677
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
Sarah has been registered as a financial advisor for 1 years.*
Hbks Wealth Advisors
The Pennsylvania State University
Cuna Mutual Group
Barnes And Noble College
The Pennsylvania State University - Behrend College
El Amigo Mexican Grill
Seneca High School
Wattsburg Area Middle School
Charter School Of Excellence: Maritime Center
Perry Elementary School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Erie, PA
Erie, PA
Philadelphia, PA
Warrendale, PA
Erie, PA
Philadelphia, PA
Fredonia, NY
Erie, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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