Matthew Giacoletti is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at V3 Talent Partners, Adams and Martin Group, and several other firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes proprietary research and tools to develop tailored recommendations, delivering services that cover a wide range of financial needs.

Craig Bacharach is a financial advisor at Wells Fargo Advisors with over 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Bacharach serves as a trustee for multiple family trusts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, and wealth-transfer planning. The firm supports tailored recommendations through research and planning tools, with optional implementation via brokerage or advisory channels.

Kevin Bacharach is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Outside of his advisory role, he is a part-owner of BPGE Capital Management LLC and holds trustee roles in family trusts. 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 using proprietary research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Jaime Estrada is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing from 2016 to 2022. In addition to his advisory role, Estrada coaches basketball at De La Salle High School in Concord, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Paul Giacoletti is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He holds a minority ownership in BPGE Capital Management LLC. Wells Fargo Advisors Financial Network provides 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 for business-owner transitions, sports and entertainment, special needs, and divorce planning.

Sara Holland is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.