George Ayala

Employer firm

Sackett Wealth Advisors, Inc. CRD 289950

$212M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 08/2018 → 07/2021
  Massmutual Life Insurance/Capstone Partners
  Newport Beach, CA
• 08/2014 → 06/2018
  The University Of New Mexico
  Albuquerque, NM
• 02/2020 → 07/2021
  Mml Investors Services, Llc
  Newport Beach, CA
• 07/2021 → Present
  Sackett Wealth Advisors, Inc.
  Brea, CA
• 05/2017 → 08/2017
  Cak International
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-07-13

Other Names

• George Ayala