Rolling Hills Estates, CA Silver Spur Rd Office

William Ruiz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 registrations, and has 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools, with clients having discretion over implementation through various brokerage or advisory programs.

John Andraos is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009, including Wells Fargo Clearing, and is currently based in Rolling Hills Estates, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special needs analysis, using proprietary research and tools to develop tailored client recommendations.

Joshua Kondo is a Series 66-licensed financial advisor with Wells Fargo Advisors. He has worked at Wells Fargo Advisors since 2021 and previously had a 19-year career in education spanning several schools and universities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including niche areas like business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Phillip Schafer is a CFP®-credentialed financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and Merrill, spanning a total of 17 years. Schafer holds a 50% ownership in Compass Wealth Management LLC, a business unrelated to his primary firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements tailored to client needs and integrated with multiple financial product offerings.

Emily Perry is a financial advisor with Wells Fargo Advisors in Rolling Hills Estates, CA, holding a Series 66 designation and 20 years of industry experience. Her prior experience includes eight years at Merrill before joining Wells Fargo Advisors in 2017. 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 through a broad range of planning offerings tailored to clients who meet specific net-worth criteria.

John Bacich is a financial advisor with Wells Fargo Advisors in Rolling Hills Estates, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of Peninsula Group Inc. and serves as a trustee for personal and business-related trusts. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients meeting a net-worth threshold with a broad planning menu covering various financial needs including retirement, education, and specialized areas such as business-owner transition planning.

Michelle Nuttman is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. She has worked at various Wells Fargo entities since 2011. Outside of her advisory role, she is a licensed notary public and works part-time as a horse nanny, assisting with horse training. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and planning tools.