David Bains, CPWA, CIMA, CEPA

First Vice President - Investment Officer, Senior Financial Advisor

Bringing Confidence to Your Investment Planning

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I lead a forward-thinking, experienced, and values-based wealth management team delivering advanced investment planning, straightforward guidance, and an exceptional standard of care to a select group of individuals, families, and business owners both locally and throughout the country.

My team’s mission is to become an essential partner to clients by always putting their interests first. This means leveraging a powerful combination of experience, energy, and a vast array of resources to help clients achieve confidence and pursue what matters most in their financial lives.

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916.490.3286
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2025 Midyear Outlook: Opportunities amid uneven terrain

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2025’s second half and beyond.

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Keep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.

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Alternative Investment Strategies

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, MT, NV, NY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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