Honolulu, HI Bishop St Office

Tyler Takahata is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Central Pacific Bank for six years before joining Wells Fargo in 2018. Outside of his advisory role, he serves as a notary public in Honolulu, HI. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

Westley Yamasaki is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He worked at Prudential Equity Group, LLC from 1997 to 2003 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines extensive research and analytics with a broad range of brokerage and advisory solutions.

Didi Hoang is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Eric Allen Ching is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Timothy Davis is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Charles Schwab. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Gidget Long is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her career includes previous roles at Wells Fargo Investments, Chase Investment Services, and Banc One Securities Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm leverages research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad client base.

Clayton Wong is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 63 designation and 38 years of industry experience. He previously worked at Morgan Stanley Dw Inc. for 15 years and Morgan Stanley & Co. LLC for 2 years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as treasurer for the Ichiro and Sanaye Onoye Charitable Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions supported by a large network of financial advisors.

Gregg Sato is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including prior roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ian Wong is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Prudential Equity Group, LLC from 1999 to 2003. Wong serves as a co-trustee for his father's investment-related trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment approach.

Io Taylor is a financial advisor at Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation with six years of industry experience. Taylor has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers brokerage and advisory solutions supported by research and analytics.

David Garcia is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding a Series 66 designation and seven years of industry experience. He previously worked at Goldman Sachs from 2015 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

David Garcia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2018. Outside of his advisory role, he co-owns a rental property in Honolulu with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Ian Mcdonald is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2016. Prior to that, he was with Morgan Stanley DW Inc. from 2000 to 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Denise Thomas Murphy is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent 23 years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Nedrick Nakama is a financial advisor with Wells Fargo Clearing in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors. The firm offers a range of brokerage and advisory solutions, relying on research and analytics while providing services such as IPS development, investment recommendations, and participant education for retirement plans.