Contreras Financial, Inc.

Overview

Contreras Financial, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves a mix of individual and family clients along with some institutional relationships. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by pension consulting and client education through seminars and workshops. The firm also operates as an insurance broker, which influences the product mix available to clients. Fee arrangements combine a percentage-of-assets model with hourly charges. Contreras Financial does not identify itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives