About
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
Brenda Contreras
Senior Vice President - Investment OfficerA San Diego native, who earned her degree at UCSD, Brenda has dedicated herself to providing clients with superior customer service. Her drive to pursue a career in Finance was motivated by her desire to work closely with investment professionals, and to share the knowledge with others.
She continues to challenge herself through ongoing education, currently enrolled in a Masters and CFP® Program at SDSU as Brenda is strongly committed to continued growth.
Brenda helped develop and implement business and marketing plans for her family business before joining A.G. Edwards, now Wells Fargo Advisors. Away from the office Brenda spends her free time with her Husband Jesse, and their two children, Alexia and Jesse (Buddy). Brenda likes to stay active in the community. She is a Boston Marathon runner and member of multiple running clubs. She enjoys being outdoors with her family and regularly volunteers with their Congregation.
Resident State: CA
CA Insurance Lic. #0J20875