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Karra C

CFP®, Series 63, Series 65

San Jose, CA

Wells Fargo Advisors

Karra Canum is a financial advisor at Wells Fargo Advisors in San Jose, CA, with 28 years of industry experience. She holds the CFP® designation, along with Series 63 and Series 65 licenses. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she owns KL Canum Consulting, an LLC focused on vintage automobile acquisition and appraisals, and has part ownership in PMT Technologies LLC, which develops precision motorsports timing software. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and fee-based financial planning services. The firm offers a broad range of planning options—such as cash-flow, retirement, and special-needs planning—using proprietary research and tools, with clients determining how to implement 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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Morena P

Series 66

San Jose, CA

Wells Fargo Advisors

Morena Palacios is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2009. 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, sports and entertainment, special-needs, and divorce, using proprietary 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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