Daniel K. Avan, CA Insurance #0B46520 is a Managing Director – Investments at Wells Fargo Advisors in Carlsbad, California. He began his career with Dean Witter in 1993. Clients rely on Danny’s deep knowledge and nearly 30 years of experience to help them leverage their wealth to achieve what’s most important in their lives. From early retirement, to a second home, to a significant business transaction, each client has unique goals. Danny takes pride in striving to truly understand his clients’ motivations, concerns, and commitments to customize strategies that help them realize those goals. He works with professionals, affluent retirees and business owners, specializing in every aspect of wealth management, including retirement and income planning, portfolio management, and asset allocation. He focuses on helping simplify his clients’ financial lives, while striving to mitigate emotional investing and providing sound investment guidance to help clients make informed decisions. As the senior member and lead Financial Advisor of The Avan-Shapiro Wealth Management Group of Wells Fargo Advisors, Danny has guided clients through multiple bull and bear markets and has extensive experience collaborating with clients’ tax and legal advisors on complex planning and wealth transfer strategies. Committed to high standards of professionalism and service, Danny has been honored with the designation as a Wells Fargo Advisors Platinum Council 2015-20253.

A California native, he has lived in Carlsbad for more than 20 years and has two children, Ashley and Austin. Danny believes in giving back to his community and volunteers with the Boys and Girls Clubs of Greater San Diego and Big Brothers Big Sisters San Diego. He also proudly supports AMVETS in honor of his father and grandfather who are Air Force veterans.

 

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

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CA Insurance License Number: 0B46520
Resident State: CA

David M. Delino is a Senior Financial Advisor at Wells Fargo Advisors with over 17 years in the financial industry. As a Financial Advisor, David helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach while incorporating multi-generational strategies, David’s mission is to provide objective and timely financial advice and guidance with the highest level of professional service to develop and implement tactics on an individual basis for building wealth and realizing their goals. David focuses on each investor's specific needs, he will strategize your goals for both life and legacy, and is well versed in Retirement Planning, Business Succession Planning, Executive Comp, Individual 401(k)s, Education Planning, Philanthropic Giving, and Trust and Estate Planning

David brings a diverse background in finance to The Avan-Shapiro Wealth Management Group of Wells Fargo Advisors. His career has crossed between Wealth Management and as an Associate Private Banker, AVP with Morgan Stanley Private Bank where he assisted High-Net-Worth clients with tailored lending structures including commercial and residential lending, aircraft financing, and utilizing a security-based line of credit for business and personal ventures. He has a profound understanding of credit and the tools to understand both sides of the balance sheet, cash flow, and the avenues clients have while efficiently utilizing credit to extend their wealth.

David attended California State University, San Bernardino where he holds dual Bachelor of Arts in Business Administration with a concentration in Marketing and Sports & Entertainment Marketing. He also obtained his Online Financial Planning Certificate Program from the University of Texas at Austin.

As a native Californian, David and his wife Alexa reside in Encinitas and enjoy the active lifestyle of San Diego and supporting the local community and sports teams.


CA Insurance Number 0I13877, Resident State CA

Shily Sasinouan is a Senior Registered Client Associate at Wells Fargo Advisors with over 10 years of experience in the financial industry. She joined The Avan-Shapiro Wealth Management Group of Wells Fargo Advisors in 2019. Over the course of her career, she has obtained the following FINRA registrations: Series 7 General Securities, Series 66 Uniform Securities Law, and is Insurance licensed for Life/Health/Variable Annuity.

Her goal as a Senior Registered Client Associate is to provide clients convenient and stress-free solutions for their financial needs while they juggle their busy lives. With her background in retail banking and brokerage services, Shily has knowledge to assist in all areas to help ensure our client’s relationship with Wells Fargo Advisors is an enjoyable experience.

During her free time, Shily enjoys spending time with her family. She resides in Vista with her partner, Payam, and their twin girls—Zoe and Mia. When she’s not chasing after her girls, you’ll find her creating a dish in the kitchen, tackling a DIY project, or reading a book.  

CA Insurance License Number: 4097105. Resident State [CA].

Miranda is a Senior Client Associate with Wells Fargo Advisors. Miranda has 8 years of experience in the financial industry, starting with Wells Fargo Bank in 2015 and later joining Wells Fargo Advisors in 2021.

Miranda strives to create a client centric experience and helps oversee operations and administrative services for The Avan-Shapiro Wealth Management Group.  Having an extensive background in retail and brokerage banking, she can help navigate clients with ease between both platforms.

In her downtime she likes being outside, hiking around the many surrounding lakes and beautiful beaches. She also enjoys exploring the city, trying new restaurants, or getting some quality time in with friends and family—especially her son, Merrick.