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Basil Barouki is a private wealth advisor located in the Walnut Creek, Wells Fargo Bank office. Mr. Barouki works with high-networth families to design and develop financial strategies that respond to client needs.

He creates customized strategies that span multiple disciplines, including investment management, lending, estate planning strategies, and banking. Basil works with families of successful business owners, corporate executives, and affluent individuals.

Prior to joining Wells Fargo Bank, Mr. Barouki spent seven years at Bank of America Private Bank where he advised similar high net worth families and philanthropic institutions. Basil was previously a Co-Founder/Senior Relationship Manager at Polaris Energy, a private equity firm based in Milan, Italy.

As a first-generation American who has worked in both the United States and Europe, Basil understands the need for multi-generational families. He works with many ‘immigrants to wealth’ who focus on maintaining cultural and socio-economic values despite coming into significant wealth.

Mr. Barouki earned a Bachelor’s of Science in Finance, Real Estate and Law with a minor in Business Economics from California State University, Long Beach. He is an active alumnus at Leadership Contra Costa County and holds a Certified Private Wealth Advisor^® (CPWA^®) designation from the Investments & Wealth Institute™.

Mr. Barouki spends most of his free time with two daughters, exercising, traveling, salsa dancing, and learning