Walnut Creek, CA Pringle Ave Office

Matthew Giacoletti is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at V3 Talent Partners, Adams and Martin Group, and several other firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes proprietary research and tools to develop tailored recommendations, delivering services that cover a wide range of financial needs.

Craig Bacharach is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Bacharach serves as a trustee for several family trusts. Wells Fargo Advisors Financial Network is a large 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 using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Kevin Bacharach is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked within the Wells Fargo organization since 2010, including roles at Wells Fargo Clearing. He has partial ownership in BPGE Capital Management LLC, where he contributes a few hours monthly. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Jaime Estrada is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2010. Outside of his advisory role, Estrada coaches basketball at De La Salle High School in Concord, CA. 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 financial planning services, including specialized planning areas, and integrates advisory services with other financial products and referral channels.

Paul Giacoletti is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Advisors in Walnut Creek, CA. He has been with Wells Fargo firms since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Giacoletti is a part-owner of BPGE Capital Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria.

Sara Holland is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Advisors and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.