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About
FOMON & ULLOA Wealth Management Group works with women who want to protect their wealth and financial security. With mutual collaboration and respect, we help women succeed and prosper financially through insightful and genuine care. We offer customized wealth management strategies that focus on wealth accumulation and wealth preservation. Preparing ahead gives you the confidence for a secure tomorrow.
Meet Our Team
Anne Q. Fomon
Managing Director - InvestmentsSenior Financial Advisor
Anne Fomon serves as Managing Director - Investments and Senior Financial Advisor for Fomon & Ulloa Wealth Management Group. Anne consults with clients to create customized and comprehensive financial strategies. She builds an authentic connection with her clients through her insightful and genuine care. Anne provides the following financial resources which include but are not limited to the following: retirement income planning, education funding, and Private Investment Management (PIM®).
As relationship manager, Anne offers access to lending, estate and trust services through Wells Fargo affiliates.
Anne earned her Bachelor of Arts (B.A.) in Letters, Arts & Sciences from the University of Southern California. She lives in La Jolla and enjoys spending quality time with her family. Anne has a lifelong passion for learning in finance, history and science.
CA Insurance License #0A42891
As relationship manager, Anne offers access to lending, estate and trust services through Wells Fargo affiliates.
Anne earned her Bachelor of Arts (B.A.) in Letters, Arts & Sciences from the University of Southern California. She lives in La Jolla and enjoys spending quality time with her family. Anne has a lifelong passion for learning in finance, history and science.
CA Insurance License #0A42891
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Joseph John Ulloa
Senior Vice President - InvestmentsSenior PIM Portfolio Manager
Joseph John Ulloa serves as Senior Vice President - Investments and Senior PIM® Portfolio Manager for Fomon & Ulloa Wealth Management Group. Joe consults with clients to create customized asset allocation strategies that reflect each client’s investment objectives and risk tolerance in line with their long term financial goals.
Prior to joining Wells Fargo Advisors, Joe was initially an account executive at E.F. Hutton for seven years and then became a branch manager for E.F. Hutton, Smith Barney, Wachovia Securities, and Morgan Stanley 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's practice 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.
Prior to joining Wells Fargo Advisors, Joe was initially an account executive at E.F. Hutton for seven years and then became a branch manager for E.F. Hutton, Smith Barney, Wachovia Securities, and Morgan Stanley 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's practice 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.