CA Insurance Lic #0A66908 Resident State CA

David Cuellar

Managing Director, Investments with Wells Fargo Advisors.

David Cuellar holds the title of Managing Director – Investments with Wells Fargo Advisors. This achievement reflects his dedication, seasoned experience and commitment to helping clients achieve their financial goals. He works tirelessly to provide outstanding service and guidance, a recognition that confirms the respect he has earned throughout his distinguished career at Wells Fargo Advisors.

Professional Certifications & Recognition

·         CERTIFIED FINANCIAL PLANNER®- David upholds the CFP® mark as a recognized standard of excellence in financial planning.

·         2017-2021 Wells Fargo Advisors Platinum Council: a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure

·         Education: David earned a B.S. in Finance from Santa Clara University.

By focusing on each investor’s specific needs, David develops tailored strategies to help clients reach their financial goals. He has served as a Financial Advisor to both individual and institutional investors since 1990.

Commitment to Education

David is deeply committed to financial literacy and has spent thousands of hours in the classroom teaching professionals and families. Since 1994, he has served as an Adult Education teacher at:

·         College of San Mateo

·         De Anza College

Cañada College
His course, Financial Strategies for Successful Retirement, is nationally recognized. It is a unique class known for its stimulating, clear, and interactive environment, often receiving applause from students. Additionally, David has provided over 1000 hours of pro-bono work as a CFP® practitioner.  

Mission and Community Involvement

David’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity.

His commitment to service extends to local community:

·         Volunteerism: He has volunteered with the Suicide Prevention Hotline

·         Author: He is the author of the children’s book Plastic Island, a story written to raise awareness about garbage patches in the ocean.