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Sheri L. May, CFP®

May Wealth Management Group LPL Financial

2151 S College Dr
Ste 204
Santa Maria, CA 93455
Phone: (805) 928-0802
Fax: (805) 928-9737

Household Income Minimum: $100,000
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A