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Laura H

Series 63, Series 65

Newport Beach, CA

Wells Fargo Advisors

Laura Holland is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She previously worked at UBS Financial Services for five years and Merrill for twelve years. Outside of her advisory role, she serves on the advisory board of MK Products, a manufacturer and seller of welding supplies. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, wealth-transfer, and niche services 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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Frederick G

Series 63, Series 66

Newport Beach, CA

Wells Fargo Advisors

Frederick Grand Jr. is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Bank of America, and Merrill. He serves as a successor trustee for the Katz Family Trust in San Jose, CA. Wells Fargo Advisors Financial Network provides investment and fee-based 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 combines advisory services with other financial products and referral channels through a large network of advisors.

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

Series 66

Newport Beach, CA

Wells Fargo Advisors

Thomas Nieto is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Merrill. 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 through a broad range of specialized planning options.

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