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Thomas G

Series 63, Series 65

Redondo Beach, CA

Wells Fargo Advisors

Thomas Gray is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2015 and concurrently maintains a role with Pension Technology Insurance Services, Inc. since 1984. 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 array of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

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

CFP®, CFA®, Series 66

Redondo Beach, CA

Wells Fargo Advisors

Kevin Terao is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding the CFP® and CFA® designations and the Series 66 license. He has 21 years of industry experience, including nine years at Triad Advisors LLC and a year at SII Investments, Inc., before joining Wells Fargo Advisors in 2015. Outside of his advisory work, he has a 50% ownership stake in Premier Strategic Capital Inc., operating as Riviera Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, utilizing its own research and planning 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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Nadia A

Series 63, Series 66

Redondo Beach, CA

Wells Fargo Advisors

Nadia Antii is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Advisors since 2016. Antii serves as a board member of the South Bay Estate Planning Council. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with various 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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John L

Series 65, Series 63

Redondo Beach, CA

Wells Fargo Advisors

John Long is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Marton Markovits prior to joining Wells Fargo Advisors. 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, including cash-flow, retirement, education, and niche planning areas, using proprietary research and planning tools to develop tailored recommendations for its clients.

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