Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
Why Invest With Us
Part of your plan is how you spend your money – now and when you retire. Talk about it.
Retirement Planning
Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.
Contact Us
Contact Us
From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Brandon Dunn, CRPC
Financial Advisor
Email Address
Brandon.Dunn@wellsfargo.comPhone Number
(909) 543-0566As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.
For more information about how I may be able to help you pursue your financial goals, please contact me.
CA Insurance License Number: 0M01564. Resident State: CA
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Certificates
CRPC
Languages
- Chinese
- English
- Taiwanese
- Yue(Cantonese)
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
