• Managing Director - Investments
  • CERTIFIED FINANCIAL PLANNER™ professional2
  • Certified Investment Management Analyst (CIMA)3
  • Insurance licenses (life, long-term care, fixed and variable annuity);
  • CA Insurance License #: 0C75918. Securities registrations (series 7, 63, 65, 8 and 3)
  • Bachelor of Sciences in Business Administration and a minor in Economics
  • Financial Advisor since 1993
Marta Cappa:

  • Associate Vice President – Investment Officer
  • CERTIFIED FINANCIAL PLANNER™ professional2
  • Certified Divorce Financial Analyst® (CDFA)4
  • Insurance licenses (life, long-term care, fixed and variable annuity);
  • CA Insurance License #: 0D90878. Securities registrations (series 7, 65)
  • Bachelor of Sciences in Business Management
  • Financial Advisor since 1993
Maegan Dornan:

  • Financial Advisor
  • Insurance licenses (life, long-term care, fixed and variable annuity)
  • Securities registrations (series 7, 66)
  • Bachelor of Arts
  • Financial Advisor since 2016


If you are seeking professional wealth management services from highly-qualified practitioners, please contact us for a complimentary introductory meeting.
1 Wells Fargo Advisors is not a legal or tax advisor.
2The CFP Board's certification process helps assure the public that individuals authorized to use its marks have met education, examination and experience requirements to provide comprehensive investment planning advice and are committed to high standards of ethical conduct.  The certification marks also signal that an investment planner has voluntarily submitted to the regulatory authority of the CFP Board.
CFP Board of Standards, Denver, Colorado, 2007
3 A credential sponsored by the Investment Management Consultant's Association (IMCA) and the Wharton School of Business, the CIMA offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement. All IMCA certified individuals maintain the highest ethical standards by agreeing to abide by IMCA's Code of Professional Responsibility. They also remain up to date in their field by completing at least 40 hours of continuing education every two years. 
Investment Management Consultants Association (IMCA), Denver, Colorado, 2007
4The 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.

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