Rielle Kaleia Sanidad

Employer firm

Presidio Capital Management, LLC CRD 304501

$499M regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 06/2018
  Punahou School
  Honolulu, HI
• 06/2018 → 06/2022
  University Of San Diego
  San Diego, CA
• 04/2021 → 05/2024
  Presidio Capital Management
  San Diego, CA
• 05/2024 → Present
  Presidio Capital Management
  San Diego, CA

Designations

• Certified Financial Planner

Other Names

• Rielle Sanidad