linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Delana Gray Paukert

Sackett Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Delana? Claim Your Profile

About Delana Gray Paukert

Delana Gray Paukert is an Investment Advisor Representative at Sackett Wealth Advisors, Inc., a firm with offices in Brea, California. Delana has been with Sackett Wealth Advisors since July 2020 and has over 10 years of experience in the financial services industry. Prior to joining Sackett Wealth Advisors, Delana worked at Pacific Dawn Capital, Triqor Group, and Investment Property Group. Delana is registered with the state of California as an Investment Advisor Representative. She holds the Series 65 and SIE licenses. Delana specializes in providing financial planning, investment management, and pension consulting services to high-net-worth individuals, corporations, and charitable organizations. Delana also holds a membership in Coast Maritime LLC, a charter boat company.

Firm Information

Delana Paukert is currently registered with Sackett Wealth Advisors, Inc.. Sackett Wealth Advisors, Inc. is a registered investment advisor located in Brea, CA. They provide financial consulting, pension consulting, and selection of other advisors. The firm manages approximately $153,375,087 in assets for 417 accounts, primarily for high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. They also manage assets for charitable organizations.
Sackett Wealth Advisors, Inc.

915 W. IMPERIAL HIGHWAY, SUITE 160

BREA, CA 92821

$153.38M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Delana Paukert’s Registration & Firm History

CA

07/01/2022 - Present

Sackett Wealth Advisors, Inc. (BREA CA)

Not sure if Delana Gray Paukert is right for you?

Licenses & Designations

IA

Issued 07/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Delana Gray Paukert.
Not sure if Delana Gray Paukert is right for you?