Vellum Financial celebrated the grand opening of their new location, 1880 Santa Barbara Ave. with a special ribbon cutting ceremony with the San Luis Obispo Chamber of Commerce.
Vellum Financial provides personalized financial planning, counseling, and investment management services to retirees or those about to retire, and specializes in women who are recently divorced, widowed, or retired. Vellum Financial is a leading, fee-based, registered investment advisory firm, with over five decades of combined expertise with a goal of helping you achieve and maintain a rewarding lifestyle as you enjoy your retirement years with peace of mind and financial freedom.
The staff at Vellum Financial has been serving clients in southern California for over a decade. They take a long-term, team approach in the financial planning process, taking into account each client’s particular needs, risk tolerance and time horizon.
For more information visit their new office at 1880 Santa Barbara Ave. in SLO or vellumfinancial.com.