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Jeffrey Dikeman
Financial Advisor
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a strategic plan. With access to a broad array of investment firm resources -- including research analysts and economic/market experts -- I can help you make risk assessed investment decisions based on your specific market tolerances.
I began my financial services career over 35 years ago during one of the largest market corrections in the modern era. That market experience, among others throughout a generation, helped shape my outlook on managing risk and client expectations regarding all types of investment portfolios. My clients over the years, which include State and Municipal entities, large/mid/small capitalized corporations, privately held companies and private client individual investors, have relied on my realistic market insights through the long-term investment management relationship.
My Wife, Marcy, and I have been married over 30 years after being born and raised in the mid-west states of Minnesota, Wisconsin and Illinois. Residing in El Dorado Hills for two decades, we have volunteered in community schools, participated with local fundraising, and directed the youth in sports leagues while watching our two boys develop into fine young men engaging in financial services careers after completing multiple college degrees.
CA Insurance License #4435768
Resident State: CA
Investment expertise and advice in an effort to help clients succeed financially





