Our Team
Daniel Clarke, CFP
Senior Vice President - Investment Officer
Heather Hanson Rivas, CFP
Senior Vice President - Investment Officer
Andrea Perrone
Vice President
Senior Registered Client Associate
OUR CREDENTIALS
A Foundation of Our Service
CERTIFIED FINANCIAL PLANNER®
John, Daniel and Heather have earned the CERTIFIED FINANCIAL PLANNER® professional certification. The CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning strategies. To earn the CFP® certification, he completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.
Fundamental Choice Portfolio Manager
Daniel Clarke has earned the Fundamental Choice Portfolio Manager designation. He is specially trained to manage client portfolios in a discretionary manner, guided closely by the research recommendations and collective insights of Wells Fargo Advisors strategists and external research firms. Each portfolio follows an investment plan customized to the client’s needs.
John, Daniel and Heather have earned the CERTIFIED FINANCIAL PLANNER® professional certification. The CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning strategies. To earn the CFP® certification, he completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.
Fundamental Choice Portfolio Manager
Daniel Clarke has earned the Fundamental Choice Portfolio Manager designation. He is specially trained to manage client portfolios in a discretionary manner, guided closely by the research recommendations and collective insights of Wells Fargo Advisors strategists and external research firms. Each portfolio follows an investment plan customized to the client’s needs.