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Kristopher R

CFP®, Series 66

El Segundo, CA

Wells Fargo Advisors

Kristopher Raney is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Wells Fargo Advisors in El Segundo, CA, having been affiliated with Wells Fargo firms since 2010. Raney also owns and manages Raney Wealth Management LLC in Manhattan Beach, CA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad planning menu and tailored investment recommendations. The firm combines advisory services with other financial products and offers discrete planning engagements 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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John A

CFP®, Series 63, Series 65

El Segundo, CA

Wells Fargo Advisors

John Arensdorf is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of Arensdorf and Associates, LLC, an investment-related business based in El Segundo, CA. 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 options supported by proprietary research and tools, delivering tailored recommendations that clients may implement through various brokerage and advisory programs.

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

Series 63, Series 65

El Segundo, CA

Wells Fargo Advisors

David Anderson is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tailors recommendations using proprietary research and tools, with planning engagements typically discrete and fees negotiated based on scope and complexity.

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

Series 66

El Segundo, CA

Wells Fargo Advisors

Carl Leiva is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored by advisors using proprietary research and tools, with implementation options through brokerage or advisory programs.

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

Series 63

El Segundo, CA

Wells Fargo Advisors

Alejandro Trejo is a CFP® with 37 years of industry experience, currently serving with Wells Fargo Advisors since 2025. Prior to this, he spent 28 years at LPL Financial. He also operates Marquis Financial as a DBA, dedicating a portion of his time to this activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, 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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Jason C

Series 63, Series 65

El Segundo, CA

Wells Fargo Advisors

Jason Cole is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he owns and manages a private wealth investment management firm. 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 options supported by proprietary research and tools, delivering tailored recommendations through financial advisors.

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

Series 63, Series 66

El Segundo, CA

Wells Fargo Advisors

Kathryn Sunico is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop customized recommendations, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other 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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Daniel F

CFP®, Series 63, Series 65

El Segundo, CA

Wells Fargo Advisors

Daniel Fillinger is a CFP® professional currently with Wells Fargo Advisors, bringing 21 years of industry experience. His career includes over a decade at Wells Fargo, with roles at Wells Fargo Advisors and Wells Fargo Clearing. He also owns and operates Fillinger Wealth Management LLC, an independent financial practice based in El Segundo, CA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized niche planning areas. The firm uses proprietary research and tools to develop tailored recommendations, offering clients a broad menu of planning options aligned with their net worth.

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