Pilar M. Straw
Financial Advisor
Pilar takes a personalized approach with her clients, getting to know them and determining their specific financial goals and needs. Recommendations are discussed and reviewed prior to implementing their financial plan. By taking a careful, organized approach to wealth management, she helps her clients reach their financial goals.
Pilar has worked as a Financial Advisor for over 25 years and is a member of the Financial Services Institute. Prior to becoming a Financial Advisor, she worked as a manager for AT&T in both Accounting and Marketing Departments. She received her B.S. Degree from San Diego State University and holds the following securities licenses: Series 7, 63, 65 as well as insurance licenses. Pilar is also an Investment Advisor Representative of SagePoint Financial.
Pilar enjoys spending time with her daughter and family. She is active in the community and likes music, sightseeing and travel.