With over three decades of experience, Paul has devoted his career to working with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. He focuses on helping clients identify and analyze the challenges they are facing and then develops specific strategies to help minimize taxes, monetize and preserve assets, maximize growth, and transfer wealth. He prides himself on putting his clients first, striving to help them plan for the financial future that best meets their goals.

Among a select group of Financial Advisors at the firm entrusted with managing client portfolios with discretion, Paul offers a unique combination of professional asset management and personal service for the affluent investor.

Fundamental Choice is a customized portfolio management program for individuals and institutional investors who are seeking long-term capital appreciation through a diversified portfolio and the top-quality professional services that were once only available to high-net-worth individuals. Acting as his clients’ personal portfolio manager when appropriate, Paul can help take the emotion out of the decision-making process and adhere to stated disciplines in all market conditions.


<sub>Wells Fargo Advisors in not a legal or tax advisor.

The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

CA Insurance Liscense #Of13146. Resident of NV</sub>

Matt is a Senior Vice President - Investments and PIM Portfolio Manager with over 20 years of experience in financial services.  His focus is working with those approaching retirement or going through the retirement transition to help give them clarity and confidence that they can achieve their goals.

Matt is no stranger to the common issues that clients face while planning for retirement, including:

• maximizing the timing of Social Security benefits

• determining if clients will have enough money for their retirement

• navigating the retirement transition itself

• coordinating the tax-efficient liquidation of retirement and brokerage accounts to replace a retiree’s paychecks and sustain retirement spending

Because of the complexities of coordinating the many facets of retirement, Matt believes in being a life-long learner and has placed an emphasis on continuing education. His objective is to provide unbiased and timely financial guidance, with the highest level of professional service.

He holds Master’s degrees in both Taxation and Advanced Financial Planning from Golden Gate University and Bachelor’s degree in Marketing Management from Youngstown State University. He has also earned the CERTIFIED FINANCIAL PLANNER® designation from the College for Financial Planning, the Retirement Income Certified Professional certification, and the Certified Exit Planning Advisor designation.

What gets him out of bed in the morning is his wife, Christina, his children, Dominic and Viviana, and dog, Blue. In their free time, they enjoy traveling together in pursuit of the great outdoors, and enjoy activities like snowboarding, rock climbing, and cooking pasta.

As a Financial Advisor with Alberini & Bees Private Wealth Management Group of Wells Fargo Advisors, I take pride in helping clients navigate the complexities of wealth with clarity and confidence. Before entering the financial services industry, I earned a master’s degree in accounting and data analytics from Indiana University and worked as an analyst with Aflac Global Investments on Wall Street. That experience gave me a strong foundation in both numbers and nuance—skills I now use to help clients make sense of complex financial landscapes.

Outside the office, you’ll often find me on the tennis or pickleball courts, or exploring new restaurants around Las Vegas. These personal passions help me stay connected to the community and build authentic relationships with clients.

Our practice is built around serving accomplished professionals and business owners who value thoughtful guidance and a personalized approach to managing their wealth. What truly sets us apart is the strength of our team. At Alberini & Bees Private Wealth Group, we are a collaborative group of seasoned professionals who bring diverse perspectives and a shared commitment to excellence. We work together to deliver tailored strategies, timely guidance, and a high-touch service experience. Our clients benefit not just from one advisor’s insight, but from the collective expertise and care of our entire team.

We believe that true success comes from collaboration — both within our team and with the clients we serve.

Kyley Lung serves as a Client Associate in our Las Vegas office, bringing over 15 years of experience with Wells Fargo Bank and Wells Fargo Advisors. She is dedicated to providing exceptional client support and ensuring smooth operations. Known for her professionalism and attention to detail, Kyley values building strong relationships with clients and colleagues. Outside of work, she enjoys spending time with her family and their dog, as well as traveling and exploring new destinations.

Gierra began her career with Wells Fargo in 2009. She started with Wells Fargo Bank, N.A. retail banking branch as a part-time teller in Las Vegas, Nevada and built her career to become a Service Manager. After 11 years, she decided to take a different career path and studied to obtain her FINRA Series 7 and Series 63 registrations. Now, Gierra has been a Registered Client Associate with Wells Fargo Advisors for three years and has been worked diligently to build her knowledge and industry acumen. At The Alberini and Bees Private Wealth Group, she is glad to be part of a team who truly treats their clients as family and her passion is to maintain that relationship by supporting her team with assisting clients.

Outside of the office, Gierra enjoys spending her free time with her husband, Daniel, their two kids, Kaden and Keira, and their dog, Stitch. They are an active family that enjoys spending time playing sports, dance, and other activities as a family or independently. They also enjoy traveling to Disneyland and Hawaii once a year.