San Jose, CA Lincoln Ave Office

Alfred Pasaoa is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. His prior experience includes roles at Wells Fargo Clearing and Merrill. Outside his advisory work, he owns and operates an investment-related LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad planning menu with tailored recommendations supported by proprietary research and tools, integrating advisory services with a range of financial products.

Miguel Castillo is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. He is also the owner of CF4CAPITAL, Inc., a private investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with various financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

J. D Testa is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns and operates Testa Capital Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to develop tailored client recommendations.

Volter Davoudi is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He has previously worked at UBS Financial Services and Wells Fargo Clearing. He is registered with Series 63 and Series 65 credentials. 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 range of planning options and integrates advisory services with various financial product offerings and referral channels.

Matthew Montini is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Montini serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Megan Tarpley is a CFP® designated financial advisor with 27 years of industry experience. She is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley Dw Inc. She owns and operates a financial planning practice, TARPLEYCFP, INC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm integrates advisory services with other financial products and offers tailored recommendations supported by proprietary research and planning tools.

Tony Montini is a financial advisor at Wells Fargo Advisors in San Jose, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns and operates LAM Financial Inc., a financial services company based in San Jose. 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 fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and other niche areas.

Damon Focaracci is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Advisors in 2021. Outside of his advisory role, he owns a consulting business focused on business and development consulting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for niches such as business-owner transitions and special-needs analysis. The firm provides tailored recommendations using proprietary research and planning tools, with clients deciding how to implement them through various brokerage or advisory options.

Jason Drotar is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a notary public and co-owns a fitness studio franchise with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with planning engagements typically discrete and client-implementation optional.

Paul Martin is a financial advisor at Wells Fargo Advisors in San Jose, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Wells Fargo Clearing. Outside of advisory work, he is involved in managing MPG Investments, which is an active business-related venture. 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. The firm offers tailored planning solutions across various areas, including retirement, education, risk, and specialized services such as business-owner transition and special-needs planning.

Michael Aubel is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has prior work experience at Morgan Stanley & Co. LLC and Morgan Stanley Dw Inc., totaling over a decade before joining Wells Fargo Clearing and later Wells Fargo Advisors. He is the owner of FSBMICHAEL INC, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations. The firm offers specialized planning in areas such as retirement, risk, and business-owner transition planning.

Matthew De Garmo is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Wells Fargo Advisors and has prior experience at firms including AW Securities, Allworth Financial, Fidelity Brokerage Services, and The Vanguard Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Dean Correa is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Advisors since 2014 and also owns Correa Wealth Management, a financial practice based in San Jose. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.