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Joseph Abad, MBA

Senior Financial Advisor
Managing Director - Investments

Phone Number

(650) 855-6675

Toll Free

(866) 636-8339

As part of Wells Fargo Advisors, I work with clients to develop their portfolios, consider tax liabilities and improve diversification with a range of powerful brokerage strategies. Prior to joining Wells Fargo Advisors in 2005, I was a Financial Advisor at Smith Barney (formerly CIS) in San Mateo, CA for 3 years where I specialized in investments. I have been working in the financial services industry since 1995. I have a Bachelor of Science in Industrial Engineering and a Master's Degree in Business Administration from the Asian Institute of Management. I spent the last semester of my MBA program at UCLA's Anderson Graduate School of Business where I majored in Finance. I am married and has three children: Nico, Alexa and Ryann. I love playing golf and tennis and have resided in Foster City, CA where I am an active member of the community. I was a Board Member of the non-profit organization Fil-Am Association of Foster City and I am currently volunteering for the American Youth Soccer Organization, Foster City Little League and Foster City Softball League.

CA Insurance License Number: 0D52995. Resident State CA
Wells Fargo Advisors does not provide legal or tax advice.

Certificates

MBA

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