Sterling Wealth Management, Inc.

Planning is Everything

Having a financial plan with professional guidance is essential to working towards your life’s goals. Let’s get started today.

Portfolio Management

Prepare for the future with an objective needs assessment, a personal plan and a sound strategy.

Retirement Planning

Let us help you develop a customized strategy for reaching your retirement goals.

Insurance

An objective insurance review can help make sure that your coverage keeps pace with your life.

Trust & Estate Planning

Create a framework for transferring assets, providing for special needs, philanthropic activity or other activity that requires asset protection and management.

Education Planning

Start today to help make sure that funding will be available for children’s future educations.

Set up a consultation with a Sterling Wealth Management Financial Consultant by contacting Gigi La at 415-773-1530 or gigi.la@lpl.com

Discover how we can help you work towards your financial goals.

BrokerCheck by FINRA - Check the background of this investment professional.

Gigi La is a Registered Representative with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Sterling Bank & Trust, FSB and Sterling Wealth Management, Inc. are not registered as a broker-dealer or investment advisor.

Registered representatives of LPL offer products and services using Sterling Wealth Management, Inc., and may also be employees of Sterling Bank & Trust, FSB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sterling Bank & Trust, FSB or Sterling Wealth Management, Inc. Securities and insurance offered through LPL or its affiliates are: CA, WA