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Vincent L

Series 66

Pasadena, CA

Wells Fargo Advisors

Vincent Law is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. He also owns Vincent Law Financial Consultant Group, LLC, through which he dedicates limited time outside his primary role. 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, including specialized services for business owners, sports and entertainment professionals, and clients with unique financial planning needs.

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 65, Series 66

Pasadena, CA

Wells Fargo Advisors

Robert Gonzalez is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, and Franklin Resources prior to joining Wells Fargo. 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 tailored to clients meeting a net-worth threshold, using proprietary 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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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 at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and briefly at Prudential Equity Group. Outside of her advisory role, she owns a baked goods business and operates an animal boarding service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services that include retirement, education, and business-owner transition planning, among others. Advisors develop tailored recommendations using firm research and tools, with clients having the option to implement these 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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Vickie T

Series 63, Series 65

Pasadena, CA

Wells Fargo Advisors

Vickie Tanabe is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. She also serves as co-trustee for her parents' trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and tools to develop tailored recommendations, delivering them 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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Andrew K

Series 66

Pasadena, CA

Wells Fargo Advisors

Andrew Kausteklis is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network in 2026, he worked at UBS Financial Services, Inc. and Ameriprise. Outside of his advisory role, he manages a rental property business in Los Angeles. 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 financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations delivered 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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Rose W

Series 63, Series 65

Pasadena, CA

Wells Fargo Advisors

Rose Wayne is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 33 years of industry experience. Her prior roles include positions at Morgan Stanley, Raymond James & Associates, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients meeting specific net-worth thresholds. Advisors develop customized recommendations using firm research and planning tools, offering a range of specialty planning services alongside traditional financial strategies.

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