San Francisco, CA Office

Wilson Ma is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes tenures at Wells Fargo Clearing since 2016, Wells Fargo Investments, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advising, he serves as a caregiver for his ill mother, providing cooking and cleaning support. 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 employs modern portfolio theory and extensive research resources to guide investment decisions and provides a broad range of brokerage and advisory solutions.

Marc Rohrer is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has held positions at Wells Fargo Investments and Citicorp Investment Services. Outside of his advisory work, he is involved in soccer player management through Rohrer & Co. Sport Management and serves on the U.S. Soccer Federation Development Council. 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 from Wells Fargo Investment Institute and third-party sources to evaluate investment options within plan custodian platforms.

Robert Sullivan is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Bank of America, N.A. from 2013 to 2016. 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 investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support its investment approach.

Judy Wang is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Her prior roles include positions at Wells Fargo Investments, LLC and Wamu Investments, Inc. She owns a rental property in San Bruno, 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Mitchell Rohrer is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Wells Fargo entities since 2001, including Wells Fargo Investments and Wells Fargo Clearing. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Gary Cummings is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at UBS Financial Services and Citigroup Global Markets. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

Judy Mak is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Investments and Citicorp Investment Services. 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 combines research from Wells Fargo Investment Institute with modern portfolio theory to provide brokerage and advisory solutions at scale.