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Kenneth W
Series 63, Series 65
Walnut Creek, CA
Wells Fargo Advisors
Kenneth Wise is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Wells Fargo network since 2011, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also owns a separate investment-related business, Wise Wealth Management LLC, based in Walnut Creek, CA. 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 tailored to clients who meet certain net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.
Ronald A
Series 63, Series 65
Walnut Creek, CA
Wells Fargo Advisors
Ronald Arrajj is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Wells Fargo Clearing and Bloomberg LP in various capacities from 1993 to 2024. He serves as executor and trustee for several family trusts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and tools to develop tailored recommendations. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.
Brandon W
Series 66
Walnut Creek, CA
Wells Fargo Advisors
Brandon Wise is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Osano and Multiview. 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 range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop customized recommendations.
Areeya V
Series 63, Series 65
Walnut Creek, CA
Wells Fargo Advisors
Areeya Vesvoranan is a financial advisor at Wells Fargo Advisors with three years of industry experience. Her background includes roles at Wells Fargo Clearing, Wells Fargo Bank, and a bakery and cafe, as well as teaching positions at Florida International University and Miami Palmetto Senior High School. Outside of finance, she is involved with Thai Tamarind Restaurant in Belmont, CA, where she assists with customer service duties. 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 cover retirement, education, risk management, and specialty areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.
Michael P
Series 63, Series 65
Walnut Creek, CA
Wells Fargo Advisors
Michael Peters is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo entities since 2011. Outside of his advisory work, he owns and manages MJP Wealth Management LLC in San Francisco. 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 tailored to clients with a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.
Alastair P
CFP®, Series 66
Walnut Creek, CA
Wells Fargo Advisors
Alastair Patterson is a CFP® certificant with eight years of industry experience, currently advising at Wells Fargo Advisors. He previously worked at Morgan Stanley Private Bank and Morgan Stanley for five years, and has held roles at Bank of America and Merrill. Outside of his advisory work, he operates a rideshare business through Lyft in San Francisco. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with various financial products and referral channels.
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