Daniel K. Avan 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 recognized as one of Forbes Best-In-State Wealth Advisors 2024 and 2025¹. The team was also recognized as Forbes Best-in-State Wealth Management Teams 2024-2026³.

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.

 
1 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

3 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.



CA Insurance License Number: 0B46520
Resident State: CA

Alan G. Shapiro, CFP® is a Managing Director-Investments at Wells Fargo Advisors with over 20 years of wealth management experience.  As a CERTIFIED FINANCIAL PLANNER® professional, Alan is firmly committed to building long-term relationships and strives to deliver exceptional client service.

 He is dedicated to advising clients with all aspects of their wealth management needs in order to help achieve the lifestyle they aspire to. His areas of focus include portfolio management, liability management, retirement and education planning, along with estate and legacy planning strategies. Additionally, he oversees concentration positions and stock option planning for their clients.  

Alan was recognized as one of Forbes Best-In-State Wealth Advisors 2018, 2022, 2024-20261 and Forbes Top Next-Generation Wealth Advisors 2017-20192 and also received the Platinum Council 2017-20233, held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. The team was also recognized as Forbes Best-in-State Wealth Management Teams 2024-20264. He holds a Bachelor of Arts degree in Economics from University of California, San Diego.

In addition to his professional interests, he enjoys an active lifestyle and spending time with his family. He resides in Carlsbad with his wife Scottie, and 3 children Elise, Logan and Gabe. Alan is a member of the University of California San Diego Alumni Association and serves on the Board of Directors for UC San Diego Athletics – T2 Advisory Board.


1 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria..

 

2 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

 

3 The Platinum Council (previously known as Premier Advisor) 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 based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 

4 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: 0E18681
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 Client Performance Analyst with The Avan‑Shapiro Wealth Management Group at Wells Fargo Advisors, bringing more than a decade of experience in the financial services industry. Since joining the team in 2019, she has played an integral role in supporting both advisors and clients through her attention to detail, operational expertise, and commitment to delivering a seamless client experience.
Shily holds the following FINRA registrations: Series 7 General Securities, Series 66 Uniform Securities Law, and is Insurance licensed for Life/Health/Variable Annuity. These credentials, combined with her extensive background in retail banking and brokerage services, enable her to provide comprehensive support across a wide range of client needs—from account management and performance reporting to operational coordination and service delivery. In her role, Shily manages key administrative and analytical functions for the team, ensuring accuracy, efficiency, and responsiveness in all client interactions. She is known for her proactive approach, strong organizational skills, and dedication to maintaining high standards of service. Her ability to anticipate needs and navigate complex processes helps foster a smooth and positive experience for clients.
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.

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

Miranda is a Senior Client Associate with Wells Fargo Advisors, bringing over eight years of experience in the financial services industry. She began her career with Wells Fargo Bank in 2015 and transitioned to Wells Fargo Advisors in 2021, where she continues to build on her strong foundation in client service and operational support.
Miranda is dedicated to delivering a client-centric experience and plays a key role in overseeing the operational and administrative functions of The Avan‑Shapiro Wealth Management Group. With her extensive background in both retail and brokerage banking, she is well equipped to help clients navigate seamlessly between platforms while ensuring efficient, responsive service.
Outside of the office, Miranda enjoys staying active and spending time outdoors, often exploring nearby lakes and beaches. She also loves discovering new restaurants, experiencing the local community, and spending quality time with friends and family—especially her son, Merrick.