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Jennifer L
Series 66
San Francisco, CA
Wells Fargo Advisors
Jennifer Lau is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.
Ralph G
Series 63, Series 65
San Francisco, CA
Wells Fargo Advisors
Ralph Garcia is a financial advisor with Wells Fargo Advisors in San Francisco, CA, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory work, Garcia serves as an assistant track coach at Aragon High School. 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 range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.
Brian F
Series 66
San Francisco, CA
Wells Fargo Advisors
Brian Foster is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2012. Outside of his advisory role, Foster owns Blue North Financial, LLC, and serves on the finance committee of the Broken Top Community Club, an outdoor activities organization. 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 retirement, education, risk, and wealth-transfer strategies, among others. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to implement those recommendations through various brokerage or advisory programs.
Victor R
Series 66
San Francisco, CA
Wells Fargo Advisors
Victor Ruiz is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also has a long tenure at Wells Fargo Bank, N.A. Outside of his advisory role, he owns several rental properties in the San Francisco Bay Area. 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 and investment services tailored to clients who meet specific net-worth thresholds.
Dennis N
Series 63, Series 66
San Francisco, CA
Wells Fargo Advisors
Dennis Nepomuceno is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Wells Fargo and Morgan Stanley. Outside of his advisory work, he owns a small business selling apparel and pet products through Amazon. 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 and integrates advisory solutions with other financial products and referral channels.
Thomas M
Series 66
San Francisco, CA
Wells Fargo Advisors
Thomas Mcclure is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at CC&R Capital Group Inc. and Crystal Springs Golf Course. Mcclure also spent time working at The University of Arizona and Burlingame High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.
Reza M
Series 66
San Francisco, CA
Wells Fargo Advisors
Reza Manshouri is a financial advisor with Wells Fargo Advisors in San Francisco, holding a Series 66 designation and 23 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2021. Manshouri also owns and operates Asymmetry Financial LLC, an investment-related business. 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 services that include cash-flow, retirement, education, and wealth-transfer planning, among others. The firm combines advisory services with other financial products and referral channels to serve clients with diverse financial needs.
Shahab M
Series 66
San Francisco, CA
Wells Fargo Advisors
Shahab Moradian is a financial advisor with Wells Fargo Advisors in San Francisco, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns and manages a tequila import and distribution business, Liquid Gold Distributors DBA El Fogonero Tequila. 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 and integrating advisory services with other financial products and referral channels.
Joshua N
CFP®, Series 63, Series 66
San Francisco, CA
Wells Fargo Advisors
Joshua Nowasell is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. He has worked within various Wells Fargo affiliate firms since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, supported by proprietary research and planning tools.
Brian B
Series 63, Series 66
San Francisco, CA
Wells Fargo Advisors
Brian Blagdon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes a decade at J.P. Morgan Securities and over a decade with JPMorgan Chase Bank, N.A. He has been with Wells Fargo Advisors Financial Network since 2026. 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 investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce, using Wells Fargo research and tools to develop tailored recommendations.
William Y
Series 63, Series 65
San Francisco, CA
Wells Fargo Advisors
William Yonce is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.
Peter C
CFP®, Series 66
San Francisco, CA
Wells Fargo Advisors
Peter Carolan is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, where he has worked since 2021, following earlier roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he owns an Italian specialty food company and serves as vice president of Sofia Italian Foods & Real Torino, Inc. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients’ needs using Wells Fargo research and planning tools, with flexible implementation options through brokerage or advisory programs.
Bradley B
CFP®, Series 63, Series 65
San Francisco, CA
Wells Fargo Advisors
Bradley Barnblatt is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2023 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as co-owner and president of the 1837 Pine Street Homeowner Association. 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 and integrates advisory services with other financial product sales and referral channels.
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