Vang Pafford, CFP, CDFA, SE-AWMA

My clients are very important to me. When it is important, it is PERSONAL . As a Financial Advisor, I work with individuals and families who are experiencing a change to their financial picture. Many individuals experiencing a change need someone who works for them, who has their best interests at heart, who guides them through those critical financial events whether they are big or small. Joining Wells Fargo Advisors in 2006, I’ve dedicated my career to doing the right thing for those individuals who place their trust in me. I strive to help them make the decisions that are best for their situations. My philosophy is very simple: gain an understanding of a client’s full financial picture FIRST, then develop an investment strategy that is implemented and adjusted as client needs and priorities change. My clients’ needs may be as diverse as retirement planning, estate investment planning, risk management, liability management and education planning to name a few. Understanding where they are and where they want to be in the future helps me formulate an investment strategy and then develop a comprehensive investment plan. As my clients’ life circumstances change, we revisit and appropriate adjustments are made.I hold a Master’s degree in Financial Economics from Florida Atlantic University. I have also earned the CERTIFIED FINANCIAL PLANNER®, practitioner designation from the College for Financial Planning. For this designation, I completed approved educational programs, passed rigorous examinations and met stringent experience requirements. Away from the office: Active in the local community, I support civic and community organizations.