San Diego, CA High Bluff Dr Office

James Zorn is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and 38 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Ameriprise Financial Services from 2014 to 2025. He also holds a California real estate broker license. 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 across more than 14,000 advisors.

Diana Moreno is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent a year at RBC Capital Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ekaterina Predeina is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing and Morgan Stanley, and she is also the sole proprietor of Allure Beauties, a business focused on sales, marketing, and customer service. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Gina Wu is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Wu holds a real estate license in California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Britain Kern is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2025, Kern held various roles including positions at Applied Minds and Nextbite. 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.

Kristina Walden is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 63 designation and 11 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2012 and 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.

Jason Silberstein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Wells Fargo since 2016, after previous roles at Morgan Stanley and Merrill. 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 data.

Waheeda Noor is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as treasurer for the San Diego Afghan Refugees Aid Group. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Robert Gilbert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Merrill for 12 years before joining Wells Fargo in 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and provides both brokerage and advisory solutions at a national scale.

Jeffrey Brown is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Outside of his advisory role, he is an author and book writer through JB Enterprises and serves as an advisory board member for Income Lab, a retirement income management software company, as well as a faculty member for Advisor Coaching at Client Wise. 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 utilizes research and analytics from Wells Fargo Investment Institute and third parties to evaluate investment options and offers both brokerage and advisory solutions.

Krista Goryl is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She worked at Merrill from 2004 to 2009 before joining Wells Fargo in 2016. Outside of financial advising, she has a 50% ownership interest in a sports company called SECRETS OF SUPERWOMEN, LLC. 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 and analytics.

Nolen Quick is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with Wells Fargo entities since 2010. Outside of his advisory role, he serves as trustee for family trusts related to his deceased mother and his brother. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Kevin Aufmann is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he is involved in ticket selling for sporting events through a personal venture. 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 a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Neilrey Ochoa is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Julia Tutarinova is a Series 66-licensed financial advisor with Wells Fargo Clearing in San Diego, CA. She has six years of industry experience, all with Wells Fargo Clearing since 2018 following a six-year employment gap. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.