Irvine, CA Park Plz Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

2

Of 4,147 advisors across 1,134 offices

Location

5 Park Plz

Irvine CA 92614

Advisors at this office

2

Advisors at this office

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Corey S

Series 66

Irvine, CA

Wells Fargo Advisors

Corey Somarriba is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo in various capacities since 2013, with prior experience at UBS Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and integrates advisory solutions with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Vanessa L

Series 66

Irvine, CA

Wells Fargo Advisors

Vanessa Li is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 14 years of industry experience. She has worked with Wells Fargo Advisors since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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