Meet Who Can Help You
Once we learn more about your goals, we’ll pair you with team members who are best suited to serve your specific needs.
Fredrick Lluberes
Financial Advisor
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources - including Wells Fargo Investment Institute research analysts and economic and market strategists - I can help you make informed investment decisions based on your specific needs.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.
Licenses
- Series 7
- Series 66
- Life/Variable
Our Investing Process
We follow a time-tested process to help ensure your wealth is managed to the best of our abilities:
1. In-Depth Discovery Session. You do the talking, we listen—unless we ask questions to fully understand what you want to achieve.
2. Research. And Research. We review various portfolio constructions before presenting a plan that aims to accomplish your goals.
3. Implement. Once you give us permission, we’ll initiate our agreed upon plan.
4. Refine. Your goals or priorities can change over time or sometimes in an instant. We’ll work together to reallocate your assets to respond to your life’s developments.
Investment expertise and advice in an effort to help clients succeed financially
