Discovery, planning, and education are the core of our approach. Our ongoing discovery process is our commitment to continued conversations and document review with your family to help you compile and better understand your financial assets and how they can be utilized to help you accomplish your family goals and objectives.
Jeff believes successful client relationships are built on the trust established by taking the time to develop a deep understanding of every client’s highest priorities. It’s more than just managing money. It’s about being a dependable resource for whatever his clients need in a timely manner. His goal is to coordinate, consolidate, and simplify clients’ lives to enable them to focus on what is most important to them and their families.
As a Private Wealth Financial Advisor who holds a Certified Investment Management Consultant (CIMC®) designation, Jeff helps analyze every aspect of his clients’ financial lives. This includes assets, liabilities and cash flow, current insurance coverages, and investment and tax strategies. With a precise understanding of a client’s current financial situation and having defined their objectives through the discovery process, he is then able to construct and implement a client approved portfolio specific to their needs. Jeff also assists clients in making the necessary adjustments to their plans as life events and estate/tax laws change. Although Jeff does not provide tax or legal advice, he is happy to coordinate with your tax/legal advisors.
His investment approach focuses on working with carefully selected money managers to help optimize risk-adjusted returns. He leverages his long-standing relationship with the members of the Wells Fargo Investment Institute’s Global Manager Research team to access and employ the Institute’s timely, actionable investment expertise in key areas such as global economic strategy, manager research, and tactical and cyclical asset allocation modeling in an effort to help clients achieve their goals.
Background and experience
Jeff is a Managing Director – Investments and has nearly 30 years of experience working with high-net-worth individuals and institutional investors. He utilizes a combination of wealth management strategies designed for capital preservation and potential wealth creation. He offers discretionary portfolio management for clients who seek the ability to build and maintain customized portfolios using a diverse selection of investments. His recommendations are objective and unbiased, and he utilizes an open architecture platform that provides his clients with access to thoroughly researched investment managers.
Prior to joining Wells Fargo Advisors, Jeff was a Financial Advisor for Sanford C. Bernstein & Co. He is a member of the Investments and Wealth Institute.
Away from the office
Jeff’s involvement in the local community includes serving as Chairman of the Board of Dignity Health California Hospital Foundation, as well as Chairman Emeritus for the Make-A-Wish Foundation of Greater Los Angeles. He lives in the Los Angeles area with his wife and loves to spend time with his family, which includes six children and three grandchildren. Jeff’s other interests include travel, trying new cuisines, and golf. CAR-0422-00066
CA Insurance License Number: 0D14107.
Resident State CA
Vinnie offers his clients specialized investment planning experience that includes family wealth management, liquidity event planning, tax-efficient wealth transition and protection strategies. He focuses on learning what clients value most, helping them clarify their highest-priority goals and building a well-rounded plan designed to fit their personal objectives, risk tolerance and time horizon.
With a background as a CPA, Vinnie is well positioned to understand changing tax laws and their potential implications for his clients. In addition, he advises corporate executives and small-business owners on issues related to business succession, liquidity events, concentrated stock positions, employee stock options, retirement plan structuring and asset management.
Background and experience
Vinnie has more than 15 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNERTM professional, Certified Exit Planning Advisor professional and Chartered Financial Consultant® designee, he brings an added level of knowledge to reviewing clients’ financial situation and recommending strategies targeted to their goals. As a Certified Divorce Financial Analyst® professional, Vinnie is skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.
Before joining Wells Fargo Advisors in 2014, Vinnie was a Senior Fiduciary Advisory Specialist at Wells Fargo Bank, where he worked with families to help them better understand their estate plans. Previously, he practiced as a CPA advising high-net-worth families and owners of privately held businesses on income tax and estate planning strategies and business consulting services. (He is not currently practicing as a CPA.)
Vinnie holds a bachelor’s degree in accounting from Santa Clara University and a master’s degree in business taxation from the University of Southern California.
Away from the office
A native of Los Angeles, Vinnie resides in the South Bay with his sons, Giovanni and Luca. Outside the office, Vinnie loves cooking, traveling, spending time with his family, and coaching his sons’ Little League baseball and youth soccer teams.
Vinnie is Co-Chair of the Dignity Health California Hospital Annual Professional Symposium and has served as a gala committee member for the hospital since 2015. He is also active in both the Santa Clara University and Loyola High School alumni associations as a committee member for organizing reunions and other local events.
Vinnie holds a black belt in Gracie Jiu Jitsu, representing his dedication to learning self-defense techniques that he shares with his fellow students.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. CAR-0423-01874
CA Insurance License: 0L72154
Resident State: CA
Joy Ogbunamiri is a Client Performance Analyst who has more than 20 years of experience in the financial services industry as part of this team. Our clients always know that they will be greeted by Joy’s warmth and deep knowledge and understanding of their relationship. Her goal is to deliver the highest level of personal service and client support.
Joy obtained a Bachelor of Arts in Economics from Stanford University and holds a California insurance license. Away from the office, she enjoys spending time with her close-knit family, engaging in activities reflecting her Nigerian heritage, and cheering on her Los Angeles Clippers.CAR-0422-00066
CA Insurance License: 0K93612
Resident State: CA
Han Nah Kim is a Private Wealth Senior Registered Client Associate who has nearly 15 years of experience in the financial services industry. Han Nah has extensive experience in client service and operations. She takes a holistic approach to each client’s individual needs and believes in building caring relationships built on trust and integrity.
Han Nah has a genuine passion for helping others and, throughout her career has helped maintain a high level of service in a client-centric environment by providing operations and advisor support.
Han Nah studied at UCLA and holds a California insurance license. Away from the office, she enjoys trying new cuisine, traveling, and spending time with her adorable puppy. CAR-0422-00066
CA Insurance License: 0E46743
Resident State: CA
Elena has over 10 years of financial services experience. Her dedication to complex problem solving makes her a valuable asset to our clients and the team. She is solution oriented and always ready to assist with enthusiasm.
Elena was born and raised in China. Before coming to the US, she obtained a Bachelor’s in Accounting from Hubei University and a Masters in Accounting from Huazhong University of Science and Technology. Elena also worked for four years for the China Merchants Bank as a VIP Wealth Management Financial Advisor. Since coming to the US, Elena has earned a MBA from the University of Missouri, St. Louis, and a Masters in Communications Leadership at Maryville University. Elena is fluent in both Mandarin and English.
Elena likes to travel with her husband and their two young children. She also enjoys getting to know the local food scene and discovering more of the local outdoors. Elena and her husband are deeply committed and excited to raising their two children with the best of both cultures. CAR-0422-00066