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Eric C

Series 66

El Segundo, CA

Wells Fargo Advisors

Eric Calderon is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. His career includes roles within various divisions of Wells Fargo since 2018 and prior academic positions at the University of California, Riverside. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various specialized areas.

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

Series 66

El Segundo, CA

Wells Fargo Advisors

Roxanna Basetvat is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at BNY Mellon and Cetera Investment Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad menu that includes cash-flow, retirement, education, and niche planning areas. The firm integrates advisory services with other financial products, offering tailored recommendations supported by Wells Fargo 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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