Joseph Nguyen is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Morgan Stanley, and E*TRADE Capital Management. Outside of his advisory roles, he was involved with Twilite Productions from 2010 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique offerings like insurance-related vehicles and bank deposit sweep options.

Thomas Wright is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2005. Outside of his advisory work, he provides transportation services as an Uber driver in San Francisco. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.