ANNE Q. FOMON, Managing Director-Investments

Senior PIM Portfolio Manager, Senior Financial Advisor

About

FOMON & ULLOA Wealth Management Group consults with clients who want to protect their Wealth and Financial Security.  With mutual collaboration and respect, we help clients succeed and prosper financially through insightful and genuine care.  We offer customized Wealth and Investment Management Solutions.  Preparing ahead gives you the confidence for a secure tomorrow.

Meet Our Team

Anne Q. Fomon

Managing Director - Investments
Senior PIM Portfolio Manager
Phone: 858.456.7798
Email: Anne.Fomon@WellsFargoAdvisors.com
Anne is Managing Director - Investments and Senior PIM® Portfolio Manager for FOMON & ULLOA Wealth Management Group of Wells Fargo Advisors.  She consults with clients to create Personalized Wealth and Investment Management Solutions.  Anne offers access to Lending, Estate and Trust Services through Wells Fargo affiliates.  She builds an authentic connection with her clients through insightful and genuine care.  

Anne earned her Bachelor of Arts (B.A.) in Letters, Arts & Sciences from the University of Southern California. 

CA Insurance License #0A42891
Resident State:  California

Joseph J. Ulloa

Senior PIM Portfolio Manager
Senior Vice President - Investments
Phone: 858.456.7782
Email: j.ulloa@wfadvisors.com
Joe is Senior PIM® Portfolio Manager and Senior Vice President-Investments for Fomon & Ulloa Wealth Management Group. Joe actively manages client portfolios to reflect each client’s investment objectives and risk tolerance to better align with their financial goals.
 
Prior to joining Wells Fargo Advisors, Joe was a Branch Manager at various locations in Los Angeles, Orange County and San Diego where he specialized in managing other top performing financial professionals. In 2004, Joe transitioned out of branch management to focus on asset management on behalf of individual clients. He joined Anne Fomon, Managing Director-Investments, Senior PIM® Portfolio Manager to enhance and expand services to her clientele.
 
Joe earned his Bachelor of Arts degree in Business Economics from Claremont McKenna College. 
 
CA Insurance License #0A44385
Resident State: CA.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, GA, KS, MA, NC, NM, NV, NY, OR). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.