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David K. Wilson, CFP
Financial Advisor
Email Address
David.K.Wilson@wellsfargoadvisors.comPhone Number
(858) 456-7736Toll Free
(800) 556-0015Find Me On
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.
California Insurance License 0I51877, Resident State: CA
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
CFP
Education
- Bachelor's Degree in Finance
- Master’s Degree in Financial & Tax Planning from San Diego State University
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