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Eric D

Series 66

Fresno, CA

Wells Fargo Advisors

Eric Daniel is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 17 years of industry experience. His career has included multiple roles within Wells Fargo entities since 2016, including positions at Wells Fargo Home Mortgage and Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations delivered through meetings and client summary letters.

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

Series 66

Fresno, CA

Wells Fargo Advisors

Kevin Sweeney is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at various Wells Fargo entities since 2011. 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 through a network of financial advisors. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

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

Series 63, Series 65

Fresno, CA

Wells Fargo Advisors

Randall Gibson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Advisors since 2016. Gibson has ownership interests in two investment-related businesses based in Fresno, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

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

Series 63, Series 65

Fresno, CA

Wells Fargo Advisors

Dwayne Michael is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Advisors since 2016. Michael is also involved in wealth management through his ownership in DM Wealth Management, Inc. and minority ownership in Encore Investment Consultants, LLC. 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 for clients meeting a net-worth threshold, delivering 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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Randall B

Series 63

Fresno, CA

Wells Fargo Advisors

Randall Biglione is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 63 license and having 42 years of industry experience. He has worked with Wells Fargo entities since 2009 in various capacities. Outside of his advisory role, he serves as a trustee for a family-related entity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to tailor recommendations for clients.

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

Series 66

Fresno, CA

Wells Fargo Advisors

Jeff Fluharty is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 25 years of industry experience. He has worked within Wells Fargo entities since 2011. Outside of his advisory role, he owns Fluharty Financial Group, a separate financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis.

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

Series 66

Fresno, CA

Wells Fargo Advisors

Beau Sweeney is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2015. In addition to his advisory role, he is involved with Sweeney Investment Management Incorporated, a separate investment-related business he owns. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with a focus on discrete planning engagements and optional implementation 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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Patrick W

Series 63, Series 65

Fresno, CA

Wells Fargo Advisors

Patrick Wymore is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Advisors LLC dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to provide tailored recommendations across various financial planning areas.

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

Series 66

Fresno, CA

Wells Fargo Advisors

Brian Gibson is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 credential and 21 years of industry experience. He has been with Wells Fargo Advisors since 2016. Gibson has ownership interests and active roles in investment-related businesses, including Encore Investment Consultants LLC and Gibson Financial Group Inc. 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 using proprietary research and tools, with a focus on tailored recommendations and discrete planning engagements.

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

CFP®, Series 63, Series 65

Fresno, CA

Wells Fargo Advisors

Michael Budd is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Fresno, CA, with 45 years of industry experience. He has been with Wells Fargo Advisors since 2016. Budd is also involved in investment-related business activities through ownership in two private firms, including Michael F. Budd Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory solutions with banking and lending products.

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

CFP®, Series 63, Series 65

Fresno, CA

Wells Fargo Advisors

Jeffrey Garza is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 31 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside his advisory role, he owns and operates JP Garza Investment, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria.

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

Series 63, Series 65

Fresno, CA

Wells Fargo Advisors

Andrew Carrigan is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his role at the firm, he has ownership interests in AOC Investments Inc. and Encore Investment Consultants LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and planning tools to develop customized recommendations.

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

Series 66, Series 63, Series 65

Fresno, CA

Wells Fargo Advisors

Lykia Yang is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding Series 66, Series 63, and Series 65 licenses and has 27 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning services, including specialized areas like business-owner transition and sports and entertainment planning. The firm uses proprietary research and planning tools to develop tailored recommendations that clients may implement through various 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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Matthew P

Series 63, Series 65

Fresno, CA

Wells Fargo Advisors

Matthew Petersen is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2016 and previously held multiple roles at Morgan Stanley from 2000 to 2016. Petersen has ownership interests in investment-related firms and serves as a trustee for employee retirement plans and family trusts. 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 institutions. The firm provides a broad range of planning services using proprietary research and tools, with options for brokerage or advisory implementation tailored to client needs.

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

Series 66

Fresno, CA

Wells Fargo Advisors

Denise Pinon is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2011. Outside of her advisory role, she owns a paper crafts business focused on making cards and embellished photo frames. 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 investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

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

Series 66, Series 65

Fresno, CA

Wells Fargo Advisors

Alyssa Cwik is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 66 and Series 65 designations. Prior to joining Wells Fargo Advisors, she worked at Fisher Investments, Ameriprise, and Carbahal Olsen Financial Services Group LLC, among others. 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 range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

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