Boulder, ColoradoFinancial Advisor / CFP® at Wells Fargo Advisors Past: Personal Banker / Investment Consultant at Wells Fargo Bank, N.A., Analyst / Vice... As a Financial Advisor, I am dedicated to helping you meet your financial goals. Whether you are planning your retirement, saving for your children's or... As a Financial Advisor, I am dedicated to helping you meet your financial goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.
Before joining Wells Fargo Bank in 2007, I worked oversees in Asia and...