Paola Quintero Salazar has been an investment adviser representative at Lucas Group Financial Planners since September 2023, and is not listed among the firm’s executive officers or direct owners. Paola Quintero Salazar holds a Bachelor's degree in Finance from California State University, Sacramento.
Lucas Group Financial Planners, Inc. is a Sacramento, CA firm with $456M under management, 956 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Paola Quintero is Financial Planner at True Wave Financial Planners. She helps individuals and families turn financial goals into clear, actionable plans. She has served as NexGen Director for the Financial Planning Association of Northern California.
- True Wave Financial PlannersCurrent– present · 3 yearsSacramento, CA · Adviser representative · Firm CRD 130163
Professional designations
Listed by Lucas Group Financial Planners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Paola Quintero Salazar is registered as an investment adviser representative in California, since September 2023.
- CaliforniaSince 4 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paola Montserrat Quintero Salazar
- CRD
- 7465154
- Firm
- Lucas Group Financial Planners · CRD 130163
- Office
- 1545 RIVER PARK DRIVE,, SUITE 401, Sacramento, CA 95815
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truewavefinancial.com
Where does Paola Quintero Salazar work?
Paola Quintero Salazar is an investment adviser representative registered through Lucas Group Financial Planners, Inc. since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Paola Quintero Salazar a financial advisor?
Yes. Paola Quintero Salazar has a current investment-adviser registration in California, through Lucas Group Financial Planners since September 2023.
How many years of experience does Paola Quintero Salazar have?
Paola Quintero Salazar has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Paola Quintero Salazar passed?
Paola Quintero Salazar passed the Series 65 in September 2023.
Where is Paola Quintero Salazar based?
Paola Quintero Salazar’s registered office is in Sacramento, CA.
Is Paola Quintero Salazar registered with FINRA?
No. Paola Quintero Salazar has no current broker registration.
Is Paola Quintero Salazar a CFP?
Lucas Group Financial Planners lists Paola Quintero Salazar with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Paola Quintero, CFP® biography, truewavefinancial.com
How can I verify Paola Quintero Salazar’s record?
Search CRD 7465154 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paola Quintero Salazar’s full registration record.