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Vincent L

Series 66

Pasadena, CA

Wells Fargo Advisors

Vincent Law is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2025. He also owns and operates Vincent Law Financial Consultant Group, LLC, a separate financial consulting practice. 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 range of planning services, including specialized areas such as business-owner transition and special-needs planning, using 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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Angellokyiu W

Series 66

Pasadena, CA

Wells Fargo Advisors

Angellokyiu Wong is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Wong has held roles in education at The Music Key School, University of California, Los Angeles, Citrus College, and Yuen Long Public Secondary School. Outside of finance, Wong has been involved with La Bella Laser & Slimming since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning, 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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Robert G

Series 66, Series 65

Pasadena, CA

Wells Fargo Advisors

Robert Gonzalez is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Franklin Resources, where he worked for 15 years. 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 broad range of planning services using proprietary research and tools, with 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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Philip P

Series 66

Pasadena, CA

Wells Fargo Advisors

Philip Peng is a financial advisor at Wells Fargo Advisors in Pasadena, CA, with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and United Healthcare. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through both 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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Cheryl R

Series 63, Series 65

Pasadena, CA

Wells Fargo Advisors

Cheryl Roberts is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory work, Cheryl owns and operates Camicakes, a baked goods supply business, and provides animal boarding services through Rover. 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 institutions. The firm provides a broad range of planning services and utilizes Wells Fargo 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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Vickie T

Series 63, Series 65

Pasadena, CA

Wells Fargo Advisors

Vickie Tanabe is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she serves as co-trustee for her parent's trust. 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 supported by Wells Fargo’s research and tools.

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

Series 66

Pasadena, CA

Wells Fargo Advisors

Andrew Kausteklis is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 18 years of industry experience and has worked at Wells Fargo Advisors and UBS Financial Services. Outside of his advisory role, he owns and manages a rental property business in Los Angeles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning solutions tailored to clients meeting certain net-worth criteria, utilizing 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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Rose W

Series 63, Series 65

Pasadena, CA

Wells Fargo Advisors

Rose Wayne is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Morgan Stanley, Raymond James & Associates, and multiple positions within Wells Fargo Clearing prior to her current role at Wells Fargo Advisors Financial Network. 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, including specialized areas such as business-owner transition and sports & entertainment planning, and integrates advisory services 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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