Wealth, Simplified.
Our Team
WealthSource is composed of experienced, passionate financial advising professionals who understand the challenges of the industry. We are here to provide unmatched back office services that empower financial advisors to truly do the best for their clients. Learn more about the dedicated experts who want to be your allies and contact us today to get started!
Daniel Rohr, CPA, PFS℠, Enrolled Agent
Independent Wealth Advisor
San Luis Obispo, CA
805-473-1040
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Sara White
Client Relationship Manager & Operations Specialist
San Luis Obispo, CA
818-539-7918
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A Simpler Approach
Life is Complicated. Investing Shouldn’t Be.
A transparent and honest relationship starts with a human advisor that can understand your needs and goals. At WealthSource Partners we value the advisor-client relationship.
Technology can be a great tool or a complete waste of time and money. Utilizing a robust platform of advanced technology our advisors can simplify the client experience.
Financial Planning doesn’t have to be complicated. Our advisors focus on the big picture of financial planning and make the process as simplistic as possible. Sometimes it is as easy as investing differently to achieve your goals.
Stop Googling financial jargon your current advisors use. With our transparent and easy to understand communication you can truly understand your financial picture.