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Our Investment Advisor

Brenda J. Wilson is an Investment Advisor Representative and owner of Wellworth Financial.

Brenda has helped families and individuals with their Retirement Planning and Investment Management needs in Santa Barbara, Ventura and the surrounding areas for over 25 years.

She’s a native Californian and a graduate of California State University – Fullerton.

She is an Investment Advisor Representative with Broker/Dealer SagePoint Financial and holds securities registrations 6, 63 and 65. She is also licensed with the California Department of Insurance for Life, Disability, Fixed and Variable Annuities and Long Term Care. Services that are offered encompass Retirement Planning including Social Security strategies, Investment Advisory Services, Long Term Care needs, 401(k) and IRA planning and rollovers, mutual funds and annuity programs, and Marital Asset Resolutions.

Brenda and her team bring simplification to the complex subject of retirement accounts.