Hello there, this is James Mayer, Branch Manager from the Huffman-Mayer-Paolo Wealth Management Group of Wells Fargo.  I wanted to share a project that we are currently working on.  We have been able to collaborate with our friend Carl Richards and building off of his content and discussing his art with our clients.  Carl is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in the New York Times.  He has been featured in Market Place Money, Oprah.com and Forbes.com.

In the coming weeks we are going to start reviewing his work and discussing our experience with these topics and how these situations have happened in real life with our clients.  Money is a complicated topic and when you combine it with feelings, wow you get some interesting discussions.

So stayed tuned from some insightful discussions.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX