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Glenn J

Series 63, Series 65

Beverly Hills, CA

Wells Fargo Advisors

Glenn Jaffe is a financial advisor with Wells Fargo Advisors in Beverly Hills, CA, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Jaffe serves as a board member for Children of the Night, advising the treasurer on investment matters for the nonprofit focused on educating victims of sex trafficking. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning solutions that address various client needs, including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Samuel K

Series 63, Series 65

Beverly Hills, CA

Wells Fargo Advisors

Samuel Kagan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Yvette Z

Series 63, Series 66

Beverly Hills, CA

Wells Fargo Advisors

Yvette Zepeda is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo-affiliated firms since 2009. Outside of her advisory role, she serves as a notary public. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dmitry M

CFP®, Series 66

Beverly Hills, CA

Wells Fargo Advisors

Dmitry Matousov is a CFP® with 20 years of experience in the financial industry. He is currently with Wells Fargo Advisors and has held various roles within Wells Fargo since 2012. Outside of his advisory work, he is the author of the book "Unscrew Your Kids." Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Athena K

Series 66

Beverly Hills, CA

Wells Fargo Advisors

Athena Keller is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she has a minority ownership interest in a gastropub and billiards lounge management business in Encino, California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including specialized services for business-owner transition, sports and entertainment, special needs, and divorce planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Justin M

Series 66

Beverly Hills, CA

Wells Fargo Advisors

Justin Mosher is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he spent five years at UC Santa Barbara and another five years at Agoura High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert S

Series 66

Beverly Hills, CA

Wells Fargo Advisors

Robert Sackler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Alexander T

Series 66

Beverly Hills, CA

Wells Fargo Advisors

Alexander Tanious is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he holds minority ownership in Medsplained Inc., a family business managing financial statements and accounting needs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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