Frank Soria Jr., CFP, MBA

Associate Vice President - Investments, Financial Advisor

Why Choose Us

My team’s mission is to become our clients’ “first call” for guidance on any financial matter. This means delivering a combination of experience, comprehensive planning tools, and a passion for service as we help clients define and pursue their vision of financial success.

This mission comes to life in three ways:

1. Through our Planning-Based Approach, my team strives to provide our clients with clarity around their preparedness for the future

2. Our goal is for our clients to gain confidence from the Tailored Strategies we deliver, knowing they have a wealth management team that will put their needs first and simplify the complex

3. We are ready to provide direction while always striving to exceed our clients’ expectations because of our commitment to offering Attentive Service

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, MN, OK, TN, TX). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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