About

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Meet Our Team

Candice Soutas

Senior Registered Client Associate
Assistant Vice President

Candice joined the team in 2004 and has worked here at Wells Fargo Advisors since 2000 providing operational support and client service. Candice brings a wealth of experience and is dedicated to making the client experience as straightforward as possible. She graduated Summa Cum Laude from San Francisco State University with a Bachelor of Science. Candice grew up working at her family’s bakery in San Jose, CA, and currently lives on the peninsula with her husband of many years and their daughter.

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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