Meet Our Team

Focus

With over 22 years of experience, I was attracted to my career as a Financial Advisor because it lets me combine my passion for helping people achieve their goals with my knowledge of finance and ability to help solve complex planning situations.

The translation for La Paz is “The Peace” and I try to bring that concept to relationships with my clients. When I speak with them, I bring my natural ability to educate and investment experience to clearly explain financial concepts, so they feel at ease with the solutions we are recommending.

Background and Experience

I immigrated from the Philippines in 1986 with my parents and two sisters. Our goal was to work hard, earn our educations, and build our lives here in California.

I graduated from California Polytechnic University in San Lois Obispo with my Bachelor of Science in Economics. I then worked as a Financial Advisor at H&R Block Financial and then Ameriprise after they purchased H&R Block Financial. While at the firm I was named to the President’s Council then I joined Wells Fargo Advisors in 2022.

Continuing my education and development as a Financial Advisor, I earned my MBA in Finance from Santa Clara University and then earned my CERTIFIED FINANCIAL PLANNER^TM (CFP^®) professional certification.

My experience and education enable me to take a client centric problem-solving approach as I assist clients by creating integrated wealth planning strategies. I work with clients on maximizing their compensation plans, planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting cash flow needs, asset management and estate investment planning strategies.

Importantly, after putting my client’s plans in place, our clients remain our main focus and we provide follow up touchpoints to provide ongoing advice and guidance so whenever questions come up, they have the information they need to make informed decisions for them and their family.

Away From the Office

My family is my focus and I enjoy spending time with my wife, young daughter and our dog Starla enjoying outdoor activities.


CA Insurance License #0D40307. Resident state: CA

Focus

My role as the Senior Registered Client Associate for the team is to facilitate operational and client service support to our clients.  I enjoy the direct contact with our clients and leverage my years of financial and client service experience to complete their account service requests quickly and accurately. At the end of each day, my goal is to deliver a truly unique, positive end-to-end service experience for our clients.

Background and Experience

I was born in Michigan and then grew up in Illinois before attending Marquette University in Wisconsin where I graduated with a bachelor’s degree in economics.

After graduation I started my career as a Client Relations Representative at Edward Jones in Tempe Arizona in 2004. While at Edward Jones I earned my series 7 and 66 securities licenses.

Continuing to build my experience, I moved to Ameriprise as a Registered Client Service Associate in 2018.

Now as a Senior Registered Client Associate at the Lapaz Wealth Management Group of Wells Fargo Advisors, I enjoy the rapport I have built with each client and working one-on-one with them to assist with all operational items, account service questions and transactions.

Away From the Office

My partner Tiffani and I enjoy traveling and many outdoor activities including hiking, backpacking, camping, kayaking, skiing, and snowshoeing.


CA Insurance License #0H41190. Resident state: CA