Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Dang Co V
Series 66
Newport Beach, CA
Wells Fargo Advisors
Dang Co Vu is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors Financial Network since 2021, following five years at UBS Financial Services and one year at UBS Private Wealth Management. Outside of her advisory role, she owns DCVU Photography, a photography business she has operated since 2014. 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 using proprietary research and tools, with clients able to select how to implement recommendations through brokerage or advisory programs.
Elizabeth A
Series 66
Newport Beach, CA
Wells Fargo Advisors
Elizabeth Anderson is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She previously worked at UBS Financial Services Inc. for seven years before joining Wells Fargo in 2020. Anderson holds a Series 66 designation and is also a California Notary Public. 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 and integrates advisory services with various financial products and referral channels.
Jesse R
Series 63, Series 65
Newport Beach, CA
Wells Fargo Advisors
Jesse Rodriquez is a financial advisor with Wells Fargo Advisors in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020. Rodriquez owns and operates Rodriguez Wealth Management Inc., a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis.
John C
Series 66
Newport Beach, CA
Wells Fargo Advisors
John Calabrese is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience in marketing and real estate investment services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options supported by Wells Fargo’s research and tools.
Catherine A
Series 63, Series 65
Newport Beach, CA
Wells Fargo Advisors
Catherine Anderson is a financial advisor with Wells Fargo Advisors in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters