Alon Haim, PIM Portfolio Manager®

CA Insurance License Number: 0N10624 Resident State CA

I have been in the financial services industry for 20+ years. As a trusted advisor, I provide wealth management services for high net worth individuals and non-profit clients. I provide customized strategies that are designed to preserve wealth, transition assets to heirs and assist in the potential exit of a privately held business. I also advise non-profit clients on investments options, asset allocation, fiduciary responsibility and board governance. I advise active/retired real estate investors, entrepreneurs, and private equity investors. I also specialize in labor organizations, private schools, foundations and trade organizations. Prior to establishing my wealth management practice, I had a successful career as a Commercial Banking Executive, most recently as Senior Vice President of Commercial Banking for Citizens Business Bank,  headquartered in California. In addition to wealth management services, I draw on my 15+ years of banking experience to help clients with financing needs.

I graduated from California State University, Northridge with a Bachelors in Political Science. I am also a graduate of the Pacific Coast Banking School at the University of Washington where I completed a masters-level Bank Management Program for Senior Executives in the banking industry. I graduated with honors and work cited. I hold FINRA Series 7 and 66 registrations, along with holding a CA Insurance Life & Health License.  I reside in Encino, CA with my wife and two children. In my spare time, I enjoy travel, food and precious time with my family.

Emily has been in the investment advisory business for over ten years. She has extensive experience in equity and fixed income trading and is responsible for client account operations and performance reporting.

Prior to joining Wells Fargo Advisors, Emily was employed by Oppenheimer & Co., Inc. and Kayne Anderson Capital Advisors. Emily passed the Series 7 and 66 securities exams.

Originally from Chicago, Emily graduated from the University of Miami with a Bachelor of Arts degree in Economics and International Studies. She lives in Encino with her husband and two sons and enjoys traveling and spending time with her family and friends.