Vice President Investments, Financial Advisor
We serve as a single point of contact to address the financial needs of our clients
Work with individual & business clients in developing, implementing & monitoring investment, retirement, education & estate plans. Manage approx. $89 million of assets under management. Specialties: Personal investment planning, retirement planning for high net worth clients. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use by residents of AR, CA, CO, HI, and NV only. Insurance products are offered through our affiliated nonbank insurance agencies CA Insurance Producer License Number 0B07251
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