Delana Gray Paukert

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

• 07/2020 → Present
  Sackett Wealth Advisors
  Brea, CA
• 12/2018 → 07/2020
  Sackett Financial Group
  Brea, CA
• 05/2017 → 12/2018
  Pacific Dawn Capital
  Placentia, CA
• 05/2016 → 05/2017
  Triqor Group
  Irvine, CA
• 05/2015 → 05/2016
  Investment Property Group/Triqor Group
  Irvine, CA
• 08/2010 → 12/2016
  Cal State University, Fullerton
  Fullerton, CA

Other Businesses

1. Coast Maritime LLC; 789 W 16th St, Costa Mesa, CA 92627; Member; 12.5% owner; Start 05/2024; 12 hrs/month; none during trading hours; Charter boat, captain/crew vessel on weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01