Paola Quintero Salazar
True Wave Financial Planners · Sacramento, California
Paola Quintero Salazar is a fee-only financial advisor at True Wave Financial Planners in Sacramento, California. Paola focuses on tax planning, estate & legacy planning and retirement planning. True Wave Financial Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | True Wave Financial Planners |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $456.5M across 1,444 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7465154 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | truewavefinancial.com |
How Paola's firm compares
- True Wave Financial Planners's average account is about $316,000, from its Form ADV (assets managed divided by 1,444 accounts).
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Questions about Paola
Is Paola Quintero Salazar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paola holds no broker registration, and True Wave Financial Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paola charge for financial advice?
Paola's firm, True Wave Financial Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paola Quintero Salazar based?
Paola Quintero Salazar is based in Sacramento, California.
What does Paola specialize in?
Paola's specialties include tax planning, estate & legacy planning and retirement planning. Paola works with retirees.
Is Paola Quintero Salazar registered with the SEC?
Yes. Paola Quintero Salazar is registered as an investment adviser representative in CA (CRD 7465154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True Wave Financial Planners manage?
True Wave Financial Planners reports $456.5M across 1,444 accounts in assets under management.
How do I contact Paola Quintero Salazar?
Through Paola's website, truewavefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- True Wave Financial Planners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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