As your private wealth group, it is our commitment to develop our relationship and play a key role in helping you achieve your personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment portfolios, and we welcome it.
Working closely together, we are committed to improving the lives of others. We strive to provide our clients with premier services and robust tools to help them reach a comfort level in the pursuit of financial security.
Jonathan’s passion for investing was ignited at an early age watching his stockbroker father chart stocks. He later had the good fortune to join his father in business in 1976, and together they advised individuals, corporate executives and non-profit institutions for decades. Today Jonathan leverages his deep financial experience to craft personalized financial strategies focused on helping a select group of clients grow and preserve their wealth. Using a client-first approach, he designs intelligent financial solutions that carefully consider each client’s unique goals, priorities, risk tolerance, responsibilities, and business and family dynamics. He takes pride in proactively managing financial strategies to evolve with changes in the markets and his clients’ lives and businesses.
A highly credentialed advisor, Jonathan is a Certified Private Wealth Advisor® and PIM Portfolio Manager, helping clients achieve their financial objectives through portfolios incorporating individual stocks and bonds, mutual funds, Exchange-Traded Funds (ETFs) and alternative investments. He works with a select group of clients and specializes in multi-generational families and family business owners. Known for his sincerity, integrity and commitment to transparency, the fact that Jonathan is often asked by clients to advise them on matters beyond investing and finances is a testament to the level of trust his clients place in him and his guidance. He has been recognized as a Wells Fargo Advisors Premier Advisor every year from 2007 to 2021.
In 2018 Jonathan combined businesses with Elway Le, Financial Advisor and was joined by Brandon Saito, Financial Advisor to form the Le Saito Tanaka Private Wealth Group of Wells Fargo Advisors. The Practice was founded on the common purpose to provide the resources and experience sophisticated clients need to prepare for and react to critical financial events as they strive to achieve their financial and lifestyle goals.
Jonathan is a South Pasadena native. Deeply connected to his ancestry, he actively researches 5 generations of Tanaka family history beginning with his great-granduncle’s and grandparents’ immigration to Los Angeles to build the Japanese Union Church 5 years before the iconic Los Angeles City Hall was built. Jonathan’s grandfather Chikashi Tanaka owned and operated a photo studio and photo mart on historical landmark streets overseen by the Little Tokyo Historical Society. His father, Yasuo “Clifford” Tanaka, was the first Nisei stockbroker. Jonathan loves to travel with his wife and daughter to Hawaii and Japan. They have also traveled to Thailand, Cambodia and Italy. In his spare time he enjoys following the Los Angeles Lakers and watching Korean dramas with his wife.
Resident State: CA
CAR 1222-02217
Credentials and Education
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
For more than 20 years Elway’s priority as a financial advisor has been to bring order to his clients’ broad and often complex wealth management needs, and to give them the confidence to make smart, informed financial decisions for themselves, their families and their businesses. Given the uncertainty around the globe today, Elway is dedicated to taking the time to educate his clients about their options and opportunities as well as help them understand changes in economies, markets and businesses and the potential impact on their financial strategies. As an immigrant, Elway’s experiences catalyzed his commitment to the values of hard work, integrity and personal responsibility at a young age, values that still hold true and on which his clients depend every day.
Elway leverages his expertise as a financial advisor, his accounting background and the breadth of solutions available through Wells Fargo Advisors to help a select group of individuals and families make life-changing financial decisions as they strive to build, manage, preserve and transfer their wealth. His high-touch, intuitive and holistic approach begins with listening to and understanding each client’s unique situation, experiences and goals. He then designs strategic financial solutions to address a wide range of personal financial needs, including family legacy planning, life’s unexpected events, philanthropic giving and more. He takes pride in building long-term relationships with clients grounded in mutual trust and respect. He is driven by a deep desire to help make a difference in his clients’ lives, families and futures through the pursuit of financial security and success.
In 2018 Elway combined businesses with Jonathan Tanaka, Private Wealth Financial Advisor and was joined by Brandon Saito, Financial Advisor to form the Le Saito Tanaka Private Wealth Group of Wells Fargo Advisors. The practice was founded on the common purpose to provide the resources and experience sophisticated clients need to prepare for and react to critical financial events as they strive to achieve their financial and lifestyle goals.
Elway immigrated to the United States from Vietnam as a teenager and became a citizen in 1999. Today he, his wife and their three children call Huntington Beach home. Elway and his wife are involved parents and stay busy supporting their children at home, in school and in their many enriching extracurricular activities, including ballet, martial arts, Russian classes, and ice skating. An avid traveler, Elway has visited Sweden, Russia, Ukraine, Holland and Germany, and he and his family love traveling to Hawaii together. In addition to spending time with his wife and children, Elway enjoys fishing, music and classic cars.
Resident State: CA
CAR 1222-02217
Credentials and Education
As a financial advisor, Brandon focuses on helping his clients define their financial goals and dreams, and then guides them through a personalized, process-driven approach designed to help his clients achieve them. He believes his role is an opportunity to help people maximize what they have — including and even beyond finances. His goal is to help clients develop confidence about their finances and he strives to empower them with the freedom to live proactively rather than reactively. Brandon has a genuine passion for making a difference and cares for his clients as an extension of his own family.
Brandon’s 20-year background in entrepreneurship gives him a strong work ethic and high level of professional discipline as well as a unique perspective on building long-term relationships. Committed to delivering hands-on, personalized service that makes each client feel as if they’re his only client, he enjoys meaningful relationships with a loyal clientele that includes families, business owners, and professionals in the sports and entertainment industries. Brandon takes pride in finding innovative strategic solutions to help his clients achieve their goals, and often works closely with other professionals, with client permission, to address matters for which clients seek his guidance. He believes he is respected for his integrity as a trusted financial advisor.
Building on the successes of his entrepreneurial career, Brandon was invited to join Jonathan Tanaka, Private Wealth Financial Advisor and Elway Le, Financial Advisor who combined their businesses and formed the Le Saito Tanaka Private Wealth Group of Wells Fargo Advisors in 2018. The practice was founded on the common purpose to provide the resources and experience sophisticated clients need to prepare for and react to critical financial events as they strive to achieve their financial and lifestyle goals.
Born and raised in Studio City, Brandon has called Pasadena home since 2010. He has a broad range of interests and skills, from being a judo instructor with a 2nd degree black belt to acting to producing films. As a member of the Screen Actors Guild, Brandon is following in the footsteps of his father, Bill Saito, who was the first Japanese-American actor in the Academy of Motion Picture Arts and Sciences. A family man, Brandon loves spending time with his wife and two daughters, and they enjoy eating good food and exploring new places together — Prague, Thailand and Fiji are among their favorites. Brandon is active in his church where he once was a youth pastor, and is an avid surfer who has surfed many of the world’s most famous breaks.
Resident State: CA
CAR 1222-02217
Credentials and Education
Liza epitomizes what it means to give 100 percent. She balances grace with tenacity while masterfully managing multiple responsibilities for our clients and our team, often from behind the scenes. A master problem-solver, she specializes in promptly and proactively seeking resolutions to our clients’ complex needs and challenges. She reliably navigates systems and processes in an effort to ensure the efficient, effective function of our operations so our team is able to deliver on our promise to provide excellence in service, communication and responsiveness to our clients. She leverages her strengths in organization and attention to detail to support our team’s business activities and keep everyone moving forward. And, finally, she takes command of the team’s day-to-day administrative responsibilities, handily tackling everything from overseeing trading and compliance, to new account processing, to preparing portfolio and performance reports.
With more than 30 years of financial industry experience in administration, operations and compliance, it’s no wonder Liza is a dynamo in the office. Beyond her remarkable range of skills and capabilities, Liza is highly respected for her unflagging dedication to service, to our clients as well as to her colleagues. Our financial advisors rely her professionalism, her moxie, and her shared commitment to always putting our clients first.
Liza grew up in Manila in the Philippines and lived in Honolulu and Glendale. She and her husband have now called Pasadena home for more than 15 years. She has a daughter who works in information technology in Cambridge, Massachusetts. An avid traveler, Liza is proud to have experienced different cultures and traditions around the world in Asia, Europe, Australia and North America. In her free time she enjoys photography and memory keeping projects, and is an active parishioner at her church.
Resident State: CA
CAR 1222-02217
Credentials and Education:
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