A plan you can live by
Bettina Lomeli
As a Senior Financial Advisor, I work with individuals, families and business owners to navigate complex financial decisions with clarity and confidence. My clients value the time I take to ensure they feel informed, empowered, and supported throughout their financial journey. I take pride in clear communication, consistent follow-up, and a deep commitment to client care—qualities that help build lasting relationships.
Services and Focus Areas
Rooted in relationships and informed by your financial goals, my planning-first approach is designed to provide:
Wealth Preservation & Growth
… to help maximize your wealth for the future.
Estate Planning Strategies
…to help ensure you leave a lasting legacy.
Generational Wealth Planning
… to help instill financial values that will guide the future for your family.
Tax-Efficient Investment Plans
…that work to help reduce estate and income tax liabilities.
Business Owner Transition Plans
…that provide guidance on answering the question, “What’s next?”
Philanthropic Giving Strategies
…that use a variety of techniques to help maximize the impact and tax benefits of charitable donations.
Access to A Network of Specialists
Collaborating with Wells Fargo’s Centers of Excellence, including specialists in philanthropy, tax strategy, and business succession, I help provide tailored, sophisticated strategies when you need them most.
My Clients
Individuals and Families
Family wealth management to help you grow, preserve, and transfer wealth across generations. Through personalized investment plans, tax mitigation strategies, and philanthropic guidance, I work to implement strategies to help ensure long-term financial success.
Learn MoreBusiness Owners
Specialized services to help business owners transition their life’s work through succession planning, ownership transition strategies, and legacy alignment. I work to help ensure your life's work continues to make an impact for generations to come.
Learn More"Your life drives the plan–my job is to help you write the next chapter with vision and direction.”