Broker Check

Our Team

Ralph M. Slocum

LPL Financial Consultant


Ralph M. Slocum was born and raised in Palo Alto, CA but has lived in the central coast since 1982. His father was in Venture Capital and his Grandfather a Stock Broker.  Since 1987, Ralph has worked in the financial services industry. In fact, he actually completed his initial brokerage training in New York City coincident to the October 1987 market drop and was on the NYSE trading floor that very day.

Ralph’s resume includes major wall street firms such as Dean Witter Reynolds, Morgan Stanley and UBS where he served high net worth individuals and institutions as Senior Vice President of Investments, Senior Consultant of Managed Accounts, and Financial Consultant. In addition, he served as supervisor to dozens of his fellow brokers over the past 20 years.  While at these firms, Ralph received specialized industry training from institutions including the Wharton School.

Ralph is a Cal Poly, SLO alumni (Go Mustangs! - 1986 Business Management concentration). Ralph and his wife, Anne, have been married since 1987 and have four children. He enjoys snow skiing, soccer, wine tasting, travel, inspirational quotes, and our beautiful central coast. 

Trina Cisneros

LPL Registered Administrative Associate


Trina Cisneros began her career at Dean Witter Reynolds as a new accounts associate in 1995. In 1997, she left Dean Witter to finish her studies at Cal Poly. After returning to Morgan Stanley Dean Witter in 2000, she obtained her Series 7, Series 63 and Series 65 registrations (held with LPL Financial) and began working with Ralph Slocum.

Trina lives in SLO with her partner, Rich, their son, Gavin. She enjoys spending time with her family and friends and loves the SLO life.

Trina is also a California Notary Public (Com# 1892705). Please feel free to contact us should you require a notary service.*

*Trina is not an attorney and, therefore, cannot give legal advice about immigration or any other legal matters.

Dorian Harris

LPL Administrative Assistant


Dorian Harris was born in Alaska and raised in Southern California.  For 8 years, prior to coming to Slocum Wealth Management™, Dorian served as Administrative Assistant to several other unaffiliated advisors outside the region.  

Her husband, Steve, and their 3 children had vacationed in San Luis Obispo County for years and were extremely happy when the opportunity to work and live here arose.  They enjoy walking the beach between Grover and Pismo, learning about wine and finding all of the best restaurants SLO County has to offer.