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Paul R

Series 63, Series 65

Modesto, CA

Wells Fargo Clearing

Paul Ramer is a financial advisor with Wells Fargo Clearing in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he co-owns a yoga studio in Modesto with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, plan benchmarking, and participant education, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Retired Founder/Business Owner
Warmer team member

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