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Douglas Peart, MBA
First Vice President - Investment Officer
Financial Advisor
Douglas Peart, MBA, First Vice President – Investment Officer, has been helping clients pursue their financial goals with Wells Fargo Advisors since 1994. Based in San Diego, he specializes in personalized investment strategies, retirement planning, and comprehensive wealth management, taking a client-focused approach that begins with understanding each individual's unique objectives and financial aspirations.
Drawing on the extensive resources of Wells Fargo Advisors, including the research and insights of the Wells Fargo Investment Institute's analysts, economists, and market strategists, Doug helps clients make informed decisions in an ever-changing market environment. His commitment to thoughtful planning, professional guidance, and ongoing support has helped clients and their families navigate important financial decisions with confidence for more than three decades.
A graduate of Stanford University, Doug later earned his MBA from Michigan State University. Prior to his financial services career, he served 21 years in the United States Navy as a business manager, retiring with the rank of Commander. He values service, leadership, and dedication, principles that continue to guide his work with clients today.
Doug and his wife, Nancy, a former school nurse who now volunteers assisting local elders with health planning in the community. They are proud parents of two accomplished sons and grandparents to three grandsons and one granddaughter. Outside the office, Doug enjoys staying active and can often be found on the basketball court for his weekly game.
Insurance Resident State: California
CA Insurance License #0B47464
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
MBA
Investment expertise and advice in an effort to help clients succeed financially





