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David Kistner
Managing Director
Market Leader
Email Address
david.l.kistner@wellsfargoadvisors.comPhone Number
(949) 759-5301Toll Free
(800) 779-6955Find Me On
As Managing Director – Market Leader for the Orange County Market, I oversee the expansion of Wells Fargo Wealth and Investment Management in the Newport Beach, Anaheim, Irvine, Seal Beach, Inland Empire, and Palm Desert areas of Orange County. I collaborate closely with Financial Advisors of varying backgrounds, needs and preferences, whether they are interested in a traditional Financial Advisor practice model or a move toward independence through owning their own business. In my role as Market Leader, I am steadfast in supporting the more than 400 financial professionals in the Orange County Market
I am fully committed to helping independent business owners, investment advisory practices, teams, and individual Financial Advisors harness the depth and breadth of our products, services, and practice management technology to serve clients effectively. I am familiar with the unique needs of ultra-high net worth clients and available solutions offered by Wells Fargo Wealth & Investment Management.
If you are looking for financial advice, contact me so that I can help you connect with one of our seasoned professionals. If you are looking to further your career as a financial professional with us, I look forward to an open, honest discussion. Please contact me at 949-759-5301 or David.l.Kistner@wellsfargoadvisors.com
A little about me personally, I have worked with Wells Fargo Advisors and its predecessor firms for more than 40+ years, holding several key leadership positions in Dallas Texas, Scottsdale Arizona, Las Vegas Nevada and Southern and Northern California
CA Insurance License Number: 0L82687 | Resident State: CA
*Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company
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