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Michael M

CFP®, Series 63, Series 65

Orange, CA

Wells Fargo Advisors

Michael Mcquilkin is a CFP® professional with 29 years of industry experience, currently affiliated with Wells Fargo Advisors since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a principal owner of two wealth management firms based in Orange, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with implementation options 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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William G

Series 63, Series 65

Orange, CA

Wells Fargo Advisors

William Gomberg is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he co-owns two wealth management firms with his spouse. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

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