Dale A. Beed
Managing Director - Investments
Phone: 858.456.7704
Email: dale.beed@wellsfargoadvisors.com
My name is Dale Beed, a highly experienced Financial Advisor. I have been in the securities industry for more than three decades, over which time I have carefully crafted strategies to help a broad spectrum of investors achieve their financial goals.
Every investor has unique needs and circumstances and varying goals and aspirations. From my perspective, the cornerstone of every successful investment strategy is to understand fully a client’s goals and risk tolerance. For this reason, I take the time to design a specific portfolio based upon information gathered through comprehensive face-to-face interviews.
My overriding investment philosophy is to help my clients protect their principal, preserve their principal purchasing power and obtain the highest level of total return, including income and capital growth, consistent with their tolerance for risk.
For additional personal information, please review my Biography.
CA Insurance License Number: 0735636. Resident State [AZ].
Every investor has unique needs and circumstances and varying goals and aspirations. From my perspective, the cornerstone of every successful investment strategy is to understand fully a client’s goals and risk tolerance. For this reason, I take the time to design a specific portfolio based upon information gathered through comprehensive face-to-face interviews.
My overriding investment philosophy is to help my clients protect their principal, preserve their principal purchasing power and obtain the highest level of total return, including income and capital growth, consistent with their tolerance for risk.
For additional personal information, please review my Biography.
CA Insurance License Number: 0735636. Resident State [AZ].
Ian A. Beed
Financial Advisor
Phone: 858.456.7724
Email: ian.beed@wellsfargoadvisors.com
I’m the proud child of an immigrant who made his way to this country and embraced the American Dream. Growing up in La Jolla, much of my childhood was filled with going to the beach, visiting the zoo, and flying kites at Kate Sessions Park.
After spending my high school day’s running track and playing football, I embraced the offer of a small school in the heart of Missouri to come and play football on scholarship.
During my redshirt season however, I took on a myriad of injuries and at the end of the year, I decided it would be better for my body and mind to give up the sport I loved. I transferred away and eventually ended up at the University of California, Santa Barbara where I would end up graduating with a bachelor’s degree in 2019.
During my summer breaks, I would come home and work for my father where I would perform tasks such as breaking down client portfolios, assessing client risk and creating foundations for goals-based analyses among other duties. While on with my dad during these years I got firsthand look at the way in which he conducts his business. The transparency and care that he offered to every client in his book aligned with my own personal codes and ethics, and so after some discussion together we decided that I would come aboard as his partner.
I started to prepare and complete my licensing exams in early 2020 when COVID-19 hit our country and postponed the process. By the time my training and onboarding was complete it was September of that year and that is when the rubber met the road. Working under my father has given me a unique opportunity to learn from a true professional with over thirty-seven years of experience in the industry. Now we work together to understand the needs and wants of our clients and guide them towards their goals. While I still have much to learn, I embrace the challenge every day with my father by my side.
CA Insurance License Number: 4177321. Resident State [CA].
After spending my high school day’s running track and playing football, I embraced the offer of a small school in the heart of Missouri to come and play football on scholarship.
During my redshirt season however, I took on a myriad of injuries and at the end of the year, I decided it would be better for my body and mind to give up the sport I loved. I transferred away and eventually ended up at the University of California, Santa Barbara where I would end up graduating with a bachelor’s degree in 2019.
During my summer breaks, I would come home and work for my father where I would perform tasks such as breaking down client portfolios, assessing client risk and creating foundations for goals-based analyses among other duties. While on with my dad during these years I got firsthand look at the way in which he conducts his business. The transparency and care that he offered to every client in his book aligned with my own personal codes and ethics, and so after some discussion together we decided that I would come aboard as his partner.
I started to prepare and complete my licensing exams in early 2020 when COVID-19 hit our country and postponed the process. By the time my training and onboarding was complete it was September of that year and that is when the rubber met the road. Working under my father has given me a unique opportunity to learn from a true professional with over thirty-seven years of experience in the industry. Now we work together to understand the needs and wants of our clients and guide them towards their goals. While I still have much to learn, I embrace the challenge every day with my father by my side.
CA Insurance License Number: 4177321. Resident State [CA].