Rielle Sanidad, CFP®

Rielle is an Associate Wealth Manager at Presidio Capital Management, where she helps clients navigate the complexities of retirement and financial planning. She has been at Presidio since 2021, working closely with the Wealth Management Team to develop comprehensive financial plans tailored to high-net-worth individuals, business owners, and real estate investors.

Born in Newport Beach and raised in Honolulu, Hawai’i, Rielle ventured back to California to attend the University of San Diego, where she earned her Bachelor’s in Business Administration, with minors in Business Analytics and French. Growing up with a father in pension planning, she developed a deep appreciation for the impact of thoughtful financial strategies and data-driven planning.

Beyond the office, you can find Rielle enjoying live music at Gallagher Square, getting active at a Yogabox class, and embracing her Canadian roots (go Canucks!) at San Diego Gulls games.