Spotlight Asset Group, Inc.
Sergio De La Torre, AIF®, currently serves as the President of Global Sales at Durkha Dog Chew, focusing on ethically sourced and eco-friendly pet products. In addition, Sergio owns and operates Pet Wants Alpharetta, offering fresh, natural pet food and products with a commitment to nutrition and quality. As Managing Director at Pandora Wealth, Inc., Sergio develops personalized financial plans and guides clients through investment management. Previous experience includes serving as Senior Financial Advisor at JOYN, where Sergio led wealth management initiatives, and as Vice President at Fidelity Investments, managing over $1 billion in client assets with a high satisfaction rating. Sergio began a career at Ford Motor Credit Company as a Credit Analyst.
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Spotlight Asset Group, Inc.
At Spotlight Asset Group, an SEC-registered investment adviser, we offer comprehensive financial planning and investment management services, including retirement, tax, and estate planning services. We created Spotlight because we saw a need in the financial services industry to provide clients with complete transparency into their overall financial situation. Our team is dedicated to serving our clients by adhering to three guiding principles: transparency, technology, and total wealth. We do that by offering an easy-to-understand flat fee structure and by using the latest technology to give our clients 24/7 access to up-to-date financial plans and a comprehensive picture of all their accounts, whether they are managed by Spotlight or not. We also provide customized investment solutions for each client rather than forcing our clients into a single model portfolio. *Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.