Jeannette M. Dobbyn, Senior Private Wealth Financial Advisor, Managing Director - Investments, works with individuals, small to medium sized businesses, non-profit organizations and qualified plans.  She has been in the financial services industry since 1983.

Jeannette’s experience incorporates the use of planning through needs analyses and the selection of investment strategies to help clients meet their objective.  Through her background as a lecturer at California State Polytechnic University, Pomona, a former management consultant, and an investment advisor for a small independent firm, she brings depth and quality work to her clients.

Jeannette graduated summa cum laude from California State Polytechnic University, Pomona, with a Master’s degree in Business Administration.

Jeannette has also attained the industry designation of CERTIFIED FINANCIAL PLANNER® professional.  This certification requires certain minimum education requirements, passing of a rigorous exam, and continuing education and ethics education. 

Jeannette has lived in La Verne, California, since 1999.  Jeannette has two sons and three grandchildren.

 

Jeannette.Dobbyn@wellsfargoadvisors.com
714-255-6105
CA Insurance Lic. # 0A39523, Resident State: CA

David B. Ko, Senior Financial Advisor, Managing Director - Investments has served the financial and wealth management needs of his clients since 1994.  He provides these services to individuals, corporate executives, and small to medium sized businesses.  As a Managing Director - Investments at Wells Fargo Advisors, David helps clients identify and prioritize their short and long-term financial goals thereby creating a prudent solution to each client’s complex financial needs.  He specializes in investment planning with an emphasis on asset and liability management, estate planning strategies, retirement planning, tax planning, concentrated stock positions, and business financial services.

David has a Bachelor of Arts in Economics from the University of California at Irvine and holds the designation of CERTIFIED FINANCIAL PLANNER® practitioner.  David has also met the stringent criteria and completed the necessary training required to earn the Wells Fargo Advisors’ title as a certified PIM® Portfolio Manager.  The Private Investment Management (PIM) program provides portfolio management experience and personal service that was once available to only high net worth clients.

Prior to joining Wells Fargo Advisors, David was employed with Merrill Lynch for over a decade, which included serving as Branch Manager for several offices throughout the Southern California area.  In the management role, David was responsible for the training and development of Financial Advisors in the areas of fundamental investment strategies, business development and effective client management. 

David and his wife live in Lake Forest, California, with their three daughters.


David.Ko@wellsfargoadvisors.com
714-255-6111
CA Insurance Lic. # 0B44352, Resident State: CA

Eric Beatty, Financial Advisor, is a new member of the team and returning to Wells Fargo Advisors after a one-year absence. Eric most recently worked for an independent registered investor advisor firm. His duties included transitioning $1.6B in clients’ assets as the group went independent, as well as managing the day-to-day trading for the whole practice. Eric was also instrumental in preparing various client reports and aided in the presentation of these reports to clients. During his previous employment with Wells Fargo Advisors, Eric worked as a Client Associate and learned the basics of Wells Fargo Advisors’ 12-step wealth management process. He assisted Financial Advisors in portfolio management, client acquisition and web presence.

Eric is a graduate of Stanford University with a Bachelor of Science degree in Management Science & Engineering, with a focus in Finance and Decision Analysis. While attending Stanford, Eric was a member of the Stanford Men’s Varsity Volleyball Team, and after graduating, Eric continued playing volleyball overseas for one season in the Greek Professional League.

Eric is a native of Huntington Beach, California and enjoys spending his free time fishing, golfing, and continuing to play professional volleyball with the National Volleyball Association.


Eric.Beatty@wellsfargoadvisors.com
714-255-6136
CA Insurance Lic. # 4349430, Resident State: CA

Stacy Stryker, Vice President, Senior Registered Client Associate, has served in her vital role performing operations and administrative services to John and Jeannette and their clients since 1999.  Prior to working with John and Jeannette, she held positions with a local bank and a major mutual fund company.  In total, she has nearly 35 years of experience in the financial services industry.  Stacy passed her FINRA General Securities Representative Exam (Series 7) and her Uniform Combined State Law Exam (Series 66) in 2007. 

Stacy brings a broad depth of knowledge and skills to her position.  She performs complex administrative tasks including opening accounts, transferring in assets, processing general maintenance paperwork, issuing retirement account distributions and handling intricate estate processing documentation.  She works with internal departments and clients to solve multifaceted service and operational issues.

Stacy lives in Brea with her husband.  They have two daughters and two grandchildren.
 

Stacy.Stryker@wellsfargoadvisors.com
714-255-6115