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 has been part of Wells Fargo Advisors since 2000 and began working with John in 2004. With more than two decades of experience in operational support and client service, she is dedicated to creating a smooth, efficient, and positive experience for every client.

Candice graduated Summa Cum Laude from San Francisco State University with a Bachelor of Science. Originally from San Jose, she grew up working in her family’s bakery before building her career in financial services. Candice now 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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