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About Us

Integrity is fundamental to how we operate. It underpins how we treat our client, our people, our investments and our communities.

Our History
Serving You Since 1998

Our core purpose is to deliver returns for our clients who entrust their assets to our care.

We do this by placing enormous trust in our people - a diverse, talented, and creative team - who each take responsibility for their part in making Wellington Financial the rigorous, disciplined and innovative company it is.

Our Team
Meet Your Advisors

Our team is a diverse group of individuals that are here to serve you. Lorem ipsum...a signatory to several industry standards, including the UN supported Principles of Responsible Investing.

Aditya Khatri

Aditya Khatri

Financial Professional

Andy Tran

Andy Tran

Financial Professional

Cecilie Sanchez

Cecilie Sanchez

President

Timothy Trevino

Timothy Trevino

Business Coordinator

Our Services
We Tailor to You

Wellington Financial is commited to serving you. If any services are not listed below, we may still provide for them. Schedule a time to talk using the form below.

Retirement Income Protection

Retirement Income Protection

We create strategies that are tailored to your needs and goals.

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Wealth Management

Wealth Management

Years of experience have prepared us to guide you through your life transitions.

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Investment Strategies

Investment Strategies

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Portfolio Management

Portfolio Management

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Schedule a free consultation

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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