Organization Name | Organization Type |
---|---|
Wealth Management Society |
Academic Major Related |
College Affiliation | |
College Of Business Administration |
|
President's Name | Contact Email |
Leonardo Formighieri Pereira |
wmssdsu2025@gmail.com |
Meeting Day & Time | Meeting Location |
Office Location | Office Phone Number |
|
|
Local, State, or National Affiliated Organizations | |
Organization Website | |
Disclaimer: The information on student organization websites represents that of the organization and not that of Student Life & Leadership or San Diego State University. The student organization takes full responsibility for the information presented. | |
Purpose | |
The purpose of this organization is to expose SDSU students to careers in wealth management
by hosting guest speakers—financial advisors, firm founders, and industry experts—who share insights
on tax planning, investment management, portfolio strategy, and risk management. The organization also
hosts foundational lessons to build financial knowledge and professional development. |