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Candelario T

Series 63, Series 66

Ojai, CA

Wells Fargo Clearing

Candelario Topete is a financial advisor with Wells Fargo Clearing in Ojai, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and Wireless Plus, Inc. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Retired Founder/Business Owner
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Sheena R

Series 63, Series 65

Ojai, CA

Wells Fargo Clearing

Sheena Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Wells Fargo-affiliated firms since 2004, including Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2013 to 2016. Outside of her advisory role, she owns rental properties in Santa Paula, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines extensive research and analytics with a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Hilda G

Series 63, Series 66

Ojai, CA

Wells Fargo Clearing

Hilda Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2019 and has worked at Wells Fargo Bank NA since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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