Verified recordFinancial Services

Tanner May

Client Services Associate at Point Sur Advisors, Llc

Based in San Luis Obispo County, United States

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Seniority

Staff

Department

Customer/Client Service

Location

San Luis Obispo County

Industry

Financial Services

Company size

2

Contact information

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Email

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t•••••••@pointsuradvisors.com

Phone

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Background

About Tanner May

I joined Point Sur Advisors as a Client Service Associate in 2022. I works closely with clients during the onboarding process and with day-to-day service related to their accounts. I currently hold my California life and health insurance license and will be studying for the securities licensing exams. I am a native of San Luis Obispo County and graduated from Arroyo Grande High School in 2019. From an early age, I have been fascinated with the idea of flying and recently pursued my interest in aviation by learning how to fly airplanes, his favorite being Piper Cherokees. Much of my spare time is devoted to completing his flight hours and training toward his private pilot license. In addition to my love for flying, I am also an avid snowboarder and world traveler, with my most recent destination being Kyoto, Japan.

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