Pasadena, CA 225 S. Lake Ave Office

Kevin Power is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Morgan Stanley Dw Inc. for 10 years and Morgan Stanley & Co. LLC for one year before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm offering 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, utilizing research and analytics to support diversification and modern portfolio theory.

Quentin Garcia is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Advisors since 2021 and has prior experience at Loyola Marymount University, Community Builders Group, Gonzaga University, and Loyola High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samantha Power is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 10 years of industry experience, all with Wells Fargo since 2016. Outside of her advisory role, she owns APRICITY LLC, a potential candle business based in Studio City. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Connie Rodriguez Garcia is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at Merrill, Banc of America Investment Services, Inc., and Citigroup Global Markets. Outside of her advisory role, she founded a professional networking group focused on supporting and educating local women professionals. 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 through over 14,000 advisors and offers both brokerage and advisory solutions.

Keith Feinberg is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Prudential Equity Group from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, combining in-house research and third-party analytics to support its investment strategies.

Albert Yuan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Prudential Equity Group, LLC from 1997 to 2003. 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 supported by research and analytics from Wells Fargo Investment Institute.

Raymond Oloteo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Merrill, Bank of America, and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Franc Burzotta is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Charles Schwab, and USAA Financial Advisors. Outside of his advisory role, he is the sole member of HEX3N LLC, a publishing business based in Norwalk, California. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Isabelle Chang is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. She has one year of industry experience and has held a variety of roles outside the finance sector, including in food-related businesses such as Tifa Chocolate & Gelato. 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, managing approximately $671 billion in assets with over 14,000 financial advisors.

Jonathan Corob is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member and treasurer for The Oaks Homeowners Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.

Shad Ortiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo since 2016 and previously held positions at Morgan Stanley and its affiliates from 2000 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory solutions, relying on research and analytics to evaluate investment options and providing services such as retirement plan consulting and financial planning.

Shelley Dakan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and briefly at Merrill in the same year. Outside of her advisory role, she serves as a volleyball coach at Blair High School in Pasadena, CA. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

George Seitz IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes six years with Prudential Equity Group, LLC. 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 1999 to 2003. 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 provides both brokerage and advisory solutions.

Lucy Sun is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 21 years of industry experience. She previously worked at Morgan Stanley from 2009 to 2025 before joining Wells Fargo Clearing in 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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, utilizing research from its Investment Institute and third-party sources to support diversified investment approaches.