Beverly Hills, CA Wilshire Blvd Office

Glenn Jaffe is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2019, following prior roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a board member for Children of the Night, advising the treasurer on investment matters and participating in efforts to educate victims of sex trafficking. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Samuel Kagan is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors since 2019, following prior roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

Yvette Zepeda is a financial advisor with Wells Fargo Advisors in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Morgan Stanley DW Inc. She is also a notary public, providing document notarization services outside of her advisory work. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of financial planning services that include specialized areas such as business-owner transition and sports & entertainment planning.

Dmitry Matousov is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Wells Fargo Advisors, having joined the firm in 2024, and previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he is an author of the book "Unscrew Your Kids." Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu including retirement, education, and niche services such as sports and entertainment planning, utilizing Wells Fargo’s research and tools to develop tailored client recommendations.

Athena Keller is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Beverly Hills, CA, and has 22 years of industry experience. She has been with Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. Outside of her advisory work, Keller holds a partial ownership interest in a gastro pub and billiards lounge management business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels to provide comprehensive financial solutions.

Justin Mosher is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he spent five years at UC Santa Barbara and another five years at Agoura High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering 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, sports and entertainment, special-needs, and divorce planning.

Robert Sackler is a financial advisor with Wells Fargo Advisors in Beverly Hills, CA, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Alexander Tanious is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Outside of his advisory role, he has an ownership interest in a family business managing financial statements and accounting, and he operates a private wealth management practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools.