Westlake Village, CA Townsgate Rd 4th Office

Shawn Manoukian is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2025, he worked at Fidelity Brokerage Services and The Vanguard 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Garry Pace is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Bank of America, and Merrill. He also holds a California law license but is currently non-practicing. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Haig Boghossian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has held multiple roles within Wells Fargo entities since 2006 and worked briefly at Fidelity Investments. Outside of advising, he is involved in managing a senior living business in Panorama City, 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 offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Adrian Guzman is a financial advisor with Wells Fargo Clearing in Valencia, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2008 through 2022. Outside of his advisory role, he is involved in creating and performing music. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cecilia Ramos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2013 to 2022 before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related investment vehicles and bank deposit sweep options.

Brian Amirian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, Amirian has been involved with Westlake Brewing & Libations since 2018. 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. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stanley Janowiak is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated private banks from 2009 to 2023 before joining Wells Fargo Clearing. 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 a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica Slagel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2016. 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, employs over 14,000 financial advisors, and provides both brokerage and advisory solutions.

David Lew is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and nine years of industry experience. He previously worked at Morgan Stanley in various roles from 2017 to 2023. Outside of his advisory work, he serves as treasurer for the Chinese Christian Alliance Church and holds leadership positions within his homeowners association in Northridge, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources to inform its investment approach.

Soren Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Citigroup in various roles since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Miller is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He previously worked at Citigroup Global Markets for 12 years before joining Wells Fargo in 2016. Miller serves as co-trustee for his father’s trust and co-executor for his mother’s estate, both investment-related roles. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Tyler Farrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA for over a decade. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Edward Drake is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 24 years of industry experience. His career background includes two years with UBS Financial Services and over two decades with Wells Fargo Bank and Wells Fargo Clearing. Outside of his advisory work, he serves as secretary for the Big Sky Home Owners Association, treasurer for the Ruth & Joseph C Reed Foundation for the Arts, and has trustee roles managing family trusts. 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 external data sources.

Ethel Lopez is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Wells Fargo Clearing and previously worked at First Republic Investment Management and Merrill. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its 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.

Terri Lane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has previously worked at Morgan Stanley Private Bank in various capacities from 2010 to 2022. She serves as a co-executor for the Estate of Howard and Donna Lee Trust. 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. The firm’s advisory approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.