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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Mustang Private Wealth

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San Luis Obispo, CA
Mustang Private Wealth

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Mustang Private Wealth | Retirement, business and legacy planning. Client-focused service. Member FINRA/SIPC.

The financial professionals with Mustang Private Wealth are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/31/2026

Happy Halloween from Mustang Private Wealth! We hope you and your families have a fun and safe weekend! As always, please reach out to us with any questions you may have!

10/28/2026

Rates on hold: The Fed kept rates at 3.75%–4.00%, with inflation still elevated at 3.7%.

Fewer rate meetings ahead: Starting in 2027, one of the Fed’s 8 yearly meetings will focus only on long-term strategy with no rate vote.

What it means for you: The average 30-year mortgage is about 7.33%, while high-yield savings are still paying relatively well.

Questions about what this means for your financial plan? Our team is here to help. Phone: 805-439-3800 Email: [email protected]

10/24/2026

Mustang Private Wealth has officially moved!🐴 Our new address is 3850 Long St, Suite 120, San Luis Obispo, CA 93401 right next to the SLO Public Market. We look forward to welcoming you all to our new location! 🏠

09/17/2026

Higher rates mean higher costs on new borrowing like HELOCs, business loans and credit cards. On the flip side you'll typically see better yields on fixed income.

Not sure how this affects your plan? Reach out.

📞 805-439-3800
📧 [email protected]

09/14/2026

Patiently waiting for the Fed rate decision, dropping Wednesday Sep. 16th at 2:00pm ET.

We'll break down the details after!

📞 805-439-3800 📧 [email protected]

09/12/2026

5 quick questions to see if your business is exit ready.

📞 805-439-3800 📧 [email protected]

09/11/2026

This morning we stood at the 9/11 memorial and thought about the nearly 3,000 lives lost and the firefighters, police officers and paramedics who ran into buildings ready to help.

Let's show gratitude to our first responders and keep our promise to never forget. 🇺🇸

#911

09/10/2026

⚓ Fun fact: this fishing boat appeared off Cayucos, CA. back in 2017 and it's been sitting there ever since.

Is your financial plan the same way? Sitting there, not doing much for you and has directed away from your goals?

Book a meeting with us today, let's find out. 📞 805-439-3800 📧 [email protected]

09/07/2026

BACK-TO-BACK WINS for Cal Poly Football 🔥 The momentum is REAL and we are here for every second of it! LET’S GO MUSTANGS! 🐎💚

08/29/2026

🐾 To you, they're family. To California law, they're property. 🏠
An estate plan helps protect your best friend. It lets you decide who cares for your pet, how that care is paid for and where it's all written down. 🐴📋

📅 Ready to plan ahead? Schedule a conversation
📱805-439-3800 or 📨 [email protected]

Address

3850 Long Street, Suite 120
San Luis Obispo, CA
93401

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.mustangprivatewealth.com/

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