Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Wirick is a financial advisor at Fermata Advisors, an investment advisory firm based in Sonoma, CA. Shelby has been a financial advisor for over 1 year and is registered to provide investment advice in California. Shelby obtained her Series 65 license in October of 2022. Shelby specializes in providing financial advice to individuals, businesses, corporations, trusts, high-net-worth individuals, and pension and profit-sharing plans. Shelby is a member of Wirick Enterprises LLC and owns a rental property in Sonoma.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/06/2022 - Present
Fermata Advisors (SONOMA CA)
IA
Issued 10/06/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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