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 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.</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™ (CFP®) 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.

Marile’s mission is to help each of her clients plan for their financial future in a way that best meets their goals. She is committed to applying a dedicated planning process for all her clients, to ensure their wealth is helping support and accomplish their life goals. Marile helps keep her clients on the course toward their objectives by working closely with them and adjusting investment strategies as life circumstances change.

Marile began her financial services career with Wells Fargo in Santa Monica, California in 2007. She held multiple retail banking positions, including a Mortgage Consultant, before transitioning to Merrill Lynch in 2016. She is glad to be back where it all began and takes pride in working for a firm that puts her clients’ needs first.

Outside of the office, Marile is a new Vegas local and looks forward to becoming involved with local animal shelters in the community. She enjoys spending time with her two dogs, Dallas and TJ, and is also an avid sports enthusiast.

As a Financial Advisor, Daniel helps his clients make the most of their financial lives. From retirement planning to wealth preservation to estate planning, he can help develop and implement smart financial and investment strategies around their goals. Daniel is an Accredited Asset Management Specialist® with over a decade of experience in financial services. He believes in developing a working partnership with his clients through years of experience to keep their investment strategies aligned with their needs.

Daniel has called the Las Vegas valley home for nearly 30 years. He has two young sons and is very family oriented. He understands the importance of financial support to create options for future family and lifestyle needs.

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 licenses. 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.