Ellen Neumark, CFP®, Senior Vice President – Investment Officer.

Ellen has decades of experience connecting clients to the capital markets and leverages the deep resources available at Wells Fargo Advisors to meet her client’s individual needs. “I know that teamwork, communication and a deep understanding of a client’s situation are key to my client’s success over time”.

 

Ellen is a CERTIFIED FINANCIAL PLANNER® Professional specializing in equity and fixed-income portfolio management and income generation. She works with clients looking for both growth and income. As a CFP® professional she adheres to the fiduciary standard when working with her clients.

 

A graduate of the University of California, Berkeley, Ellen is a long-time resident of the East Bay and is a skiing, hiking, San Francisco Opera and Bay Area sports enthusiast.

Rodolfo Durán-Chávez, MBA – VP, Investment Officer, has been in the brokerage services industry for 21 years with firms such as Wachovia Securities, AG Edwards, Citigroup, MetLife Securities and American Express. Prior to brokerage, Rodolfo held positions in Project Management at The Law Offices of Howard Rice et al., and Branch Supervisor at 1st United Services Credit Union. He specializes in equity/fixed income portfolio management, annuity, and insurance.

Rodolfo is a graduate of Cal State Hayward (International Studies) and Golden Gate University (MBA). He was born and raised in Perú, lives in the East Bay since moving to the United States, and he is an opera and volleyball enthusiast.

Jennie Llamas, Client Associate

Jennie has nearly 3 decades of experience as an operations liaison in the financial industry.  She ensures that operations such as money movement, legal transfers and client inquiries are handled smoothly and accurately.