Setting your SIGHTS on What Matters Most.png
team photo

What We Do

The work we do on your behalf is just a small part of your overall journey – but it is vitally important. We want you to be able to spend your time and energy on what matters most to you and your family. We are your guides and trusted advisors, and we look forward to seeing you thrive.

Let’s Forge Your Path

We look forward to meeting you and getting to know more about your goals for your financial future. We’re happy to talk through your questions, concerns, and experiences in a confidential, no-obligation meeting. Give us a call today to begin.

James Watts 

Managing Director – Investments
PIM Portfolio Manager

415-257-2506
James.K.Watts@wfa.com

Paul LeFebvre, CFP®

Managing Director – Investments
Senior Financial Advisor

415-257-2501
paul.lefebvre@wfa.com

Eric Caindec, CFP®

Managing Director – Investments
Senior Financial Advisor

415-257-2571
Eric.Caindec@wfa.com

Shalom Morgan

Managing Director- Investments
Senior Financial Advisor

415-945-2303
shalom.morgan@wfa.com

Brendan Dempsey

Managing Director- Investments
Senior Financial Advisor

415-945-2337
brendan.t.dempsey@wfa.com

Naomi Peterkin, CFP®

Senior Vice President- Investments
Senior Financial Advisor

415-945-2310
peterkin@wfa.com

Fatima Romo

Senior Client Associate- Registered

415-945-2346
fatima.romo@wfa.com

Vincent Zuardo

Senior Client Associate

415-257-2527
vince.zuardo@wfa.com

Sarah Pieri

Client Associate

415-257-2516
sarah.pieri@wfa.com
Madera Ridge Financial Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AR, AZ, CA, CO, CT, FL, GA, IA, ID, MA, ME, MN, NC, NH, NM, NV, NY, OH, OR, RI, SC, TX, UT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 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