About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Dakota Sunseri, ChFC

Financial Advisor

Email Address

Dakota.Sunseri@wellsfargoadvisors.com

Phone Number

(310) 288-5485

Toll Free

(866) 344-5287

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources - including Wells Fargo Investment Institute research analysts and economic and market strategists - I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Certificates

ChFC

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.

eMoney Advisor^® — Connecting your money to what is important in your life

eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.

_{*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.}

Investment expertise and advice in an effort to help clients succeed financially

Wells Fargo Investment Institute

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock market commentary.

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Market Uncertainty

Wells Fargo Investment Institute provides insights on the events moving the markets and how investors may want to respond.

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Looking Ahead

Looking Ahead recaps how markets performed over the last week and what may happen next week all condensed into one digestible summary. Updated every Friday at market close; start your weekend off on the right foot by reading Looking Ahead.

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Market Commentary

Weekly commentary providing market analysis from Wells Fargo Investment Institute.

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Chart of the Week

Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team.

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Working with Us

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.

What to Expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:

Time – to get to know you and what matters most to you and your loved ones
A personalized investment plan tailored to your unique life goals
Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
Holistic, big-picture advice throughout your financial journey

Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.

Put your future into focus today. Contact us to get started on a personalized investment plan.