Meet The Team
We are a select group of financial advisors and client associates who have been helping our clients reach their spending, investing, and savings goals for many years.
Collectively, our team has seven CERTIFIED FINANCIAL PLANNER™ professionals (CFP), two Masters Degrees (MBA), and one each of the following professional designations: Chartered Retirement Planning Counselor (CRPC) and Certified Investment Management Analyst (CIMA).
Collectively, our team has seven CERTIFIED FINANCIAL PLANNER™ professionals (CFP), two Masters Degrees (MBA), and one each of the following professional designations: Chartered Retirement Planning Counselor (CRPC) and Certified Investment Management Analyst (CIMA).
Main Office
300 Spectrum Center Drive, Suite 845
Irvine, CA
Mark Delp
- CFP
- Branch Manager
Mark Delp
- CFP
- Branch Manager
Mark began his career with A.G. Edwards & Sons in 2001, which merged with Wachovia
Securities and later became Wells Fargo Advisors. Mark started his own practice in 2009, which
is affiliated with Wells Fargo Advisors Financial Network. The company began with 3 employees
and has since grown to 28. Additionally, in 2008-2022, he was honored to be recognized by
Wells Fargo Advisors Financial Network, LLC, as a Platinum Council Advisor- for being a leader
among his peers*.
Mark and his wife, Dina, have been married for almost 25 years. They have two children, one of
whom has autism. He graduated from the University of Southern California, and his favorite
activity is having a backyard barbeque with family.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select
group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by
completion of educational components, business production based on the past year, and
professionalism. Additional criteria, best practices and team structure, may also be used to
determine recipients.
CA Insurance License Number: 0D50594, Resident State (CA)
Securities and later became Wells Fargo Advisors. Mark started his own practice in 2009, which
is affiliated with Wells Fargo Advisors Financial Network. The company began with 3 employees
and has since grown to 28. Additionally, in 2008-2022, he was honored to be recognized by
Wells Fargo Advisors Financial Network, LLC, as a Platinum Council Advisor- for being a leader
among his peers*.
Mark and his wife, Dina, have been married for almost 25 years. They have two children, one of
whom has autism. He graduated from the University of Southern California, and his favorite
activity is having a backyard barbeque with family.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select
group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by
completion of educational components, business production based on the past year, and
professionalism. Additional criteria, best practices and team structure, may also be used to
determine recipients.
CA Insurance License Number: 0D50594, Resident State (CA)
Contact
Jessica Moon
- Assistant Branch Manager
Jessica Moon
- Assistant Branch Manager
I serve as the Assistant Branch Manager for Wells Fargo Advisors Financial Network’s Irvine branch. I am committed to helping Financial Advisors and their teams in achieving their business goals. I am focused on creating a positive atmosphere that promotes team building
and peer encouragement.
I have been in the financial services industry for 19 years. I began my career in 2004 with A.G. Edwards & Sons. I Joined Wells Fargo Advisors Financial Network in 2009. I have performed several roles in my career, from retail servicing of clients, branch operations, and compliance. My background has enabled me to see different components of the financial services industry. I currently hold a Series 7,66, and 24 registrations.
Contact
James R. Vale
- CFP
- CRPC
- Executive Vice President
- Senior PIM Portfolio Manager
- Managing Partner
James R. Vale
- CFP
- CRPC
- Executive Vice President
- Senior PIM Portfolio Manager
- Managing Partner
James has over 30 years of experience in the financial services industry. He earned his B.S. in Accounting from the University of Maryland. He is a Licensed Certified Public Accountant, although he no longer practices accounting. James was an Executive Director with a major investment bank in the Tax Advisory and Planning division, and he has served in both the banking and securities industries.
James is also a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered Retirement Planning Counselor, who focuses on investment planning, tax strategies, stock options, business financing, and corporate pension consulting.
James is an active member in the National Exchange Club of Newport Harbor, in which community service is a large part of the Exchange Club’s mission. Club members serve their community to better the lives of men, women, and children while preserving and spreading patriotism. James lives locally with his fiancé, Donna, and enjoys sports, the theater, and is a member of American Mensa.
CA Insurance License Number: 0D30821, Resident State (CA)
James is also a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered Retirement Planning Counselor, who focuses on investment planning, tax strategies, stock options, business financing, and corporate pension consulting.
James is an active member in the National Exchange Club of Newport Harbor, in which community service is a large part of the Exchange Club’s mission. Club members serve their community to better the lives of men, women, and children while preserving and spreading patriotism. James lives locally with his fiancé, Donna, and enjoys sports, the theater, and is a member of American Mensa.
CA Insurance License Number: 0D30821, Resident State (CA)
Contact
Alan Watts
- CFP
- Director
- Fundamental Choice Portfolio Manager
Alan Watts
- CFP
- Director
- Fundamental Choice Portfolio Manager
Alan holds a Bachelor’s degree in Business Administration from the Gordon S. Marshall School of Business at the University of Southern California. With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER ™ certification from the College for Financial Planning. He focuses his practices on high net worth clients specializing in Retirement Plans and Planning.
On the personal side, Alan enjoys spending time with his wife and two young daughters, Amelia (2) and Siena (6 Months), as well as surfing, golfing, guitar, and flying.
CA Insurance License Number: 0D56407, Resident State (CA)
On the personal side, Alan enjoys spending time with his wife and two young daughters, Amelia (2) and Siena (6 Months), as well as surfing, golfing, guitar, and flying.
CA Insurance License Number: 0D56407, Resident State (CA)
Contact
Curtis Rach
- Executive Vice President
- Senior Financial Advisor
- Fundamental Choice Portfolio Manager
Curtis Rach
- Executive Vice President
- Senior Financial Advisor
- Fundamental Choice Portfolio Manager
Curtis joined Wells Fargo Advisors Financial Network in 2015, after spending more than 17 years with a major brokerage firm. He chose Wells Fargo Advisors Financial Network for their reputation, investment choices, and client focus. With over 20 years of industry experience, he pays distinct attention to the special individual needs of his clients. Curtis focuses on serving the investment needs business, business owners, professionals, and a select group of high net worth individuals.
Curtis graduated from the University of California, Davis with a Bachelor of Science Degree in Agricultural and Managerial Economics.
Curtis resides in Orange County with his wife, Connie, their daughter and twin boys. Outside of the office, he is active with several educational fundraising boards and spends much of his spare time supporting youth athletics.
CA Insurance License Number: 0B00922, Resident State (CA)
Curtis graduated from the University of California, Davis with a Bachelor of Science Degree in Agricultural and Managerial Economics.
Curtis resides in Orange County with his wife, Connie, their daughter and twin boys. Outside of the office, he is active with several educational fundraising boards and spends much of his spare time supporting youth athletics.
CA Insurance License Number: 0B00922, Resident State (CA)
Contact
James Ritchie
- Executive Vice President
- Senior PIM Portfolio Manager
James Ritchie
- Executive Vice President
- Senior PIM Portfolio Manager
James began his career as a Financial Advisor nearly 25 years ago at a small boutique firm in
Laguna Hills. As his practice grew, his client-base became more diversified across the full
spectrum of investment goals. Many of his clients sought investment strategies designed to be more
conservative and provide long-term growth through ownership of quality companies, while others were
seeking investments with reduced risk and steady income. Over time, his practice evolved away from
the traditional transactional brokerage model and moved toward an advisory model and portfolio
management, which he designs specifically to fit his clients' needs.
Now, as Executive Vice President, Senior PIM Portfolio Manager at Wells Fargo Advisors Financial
Network, James runs a series of discretionary portfolios that are designed to meet the investment
needs of his sophisticated, high-net-worth clients. His investment philosophy is rooted in the
fundamental principle of asset management.
PIM program is not designed for excessively traded or inactive accounts and is not appropriate for
all investors. Please carefully review the Wells Fargo Advisors advisory disclosure documents for a
for a full description of our services. The minimum account size for this program is $50,000.
CA Insurance License Number: 0D63215, Resident State (CA)
Laguna Hills. As his practice grew, his client-base became more diversified across the full
spectrum of investment goals. Many of his clients sought investment strategies designed to be more
conservative and provide long-term growth through ownership of quality companies, while others were
seeking investments with reduced risk and steady income. Over time, his practice evolved away from
the traditional transactional brokerage model and moved toward an advisory model and portfolio
management, which he designs specifically to fit his clients' needs.
Now, as Executive Vice President, Senior PIM Portfolio Manager at Wells Fargo Advisors Financial
Network, James runs a series of discretionary portfolios that are designed to meet the investment
needs of his sophisticated, high-net-worth clients. His investment philosophy is rooted in the
fundamental principle of asset management.
PIM program is not designed for excessively traded or inactive accounts and is not appropriate for
all investors. Please carefully review the Wells Fargo Advisors advisory disclosure documents for a
for a full description of our services. The minimum account size for this program is $50,000.
CA Insurance License Number: 0D63215, Resident State (CA)
Contact
Robert Rotstan
- Managing Partner
- Senior PIM Portfolio Manager
Robert Rotstan
- Managing Partner
- Senior PIM Portfolio Manager
Bob started in the investment industry in 1976 after earning his B.A. from Chapman University (1972), and his J.D., Juris Doctor, (1975), although he does not practice law. Bob went on to do post-graduate work as part of the executive education program at the University of Pennsylvania’s Wharton Business School, where in 2006, he also completed his CIMA – Certified Investment Management Analyst certification training. CIMA certification is the only financial services credential in the U.S. to have met an international accreditation standard for personal certification by the American National Standards Institute. Bob serves his clients as a Senior PIM Portfolio Manager,
where he uses his skills designing strategic asset allocations in asset management, as well as creating fixed income and risk adjusted diversification strategies.
Among his interests are astrophysics, most subject areas of science anthropology, and archaeology. He was active in the film industry, having completed one feature and two documentary films for Universal Pictures. He is also a published fiction author and a member of American Mensa. Bob lives locally with his wife and has four children and three grandchildren.
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
California Insurance License 0A18417 Resident State [CA]
where he uses his skills designing strategic asset allocations in asset management, as well as creating fixed income and risk adjusted diversification strategies.
Among his interests are astrophysics, most subject areas of science anthropology, and archaeology. He was active in the film industry, having completed one feature and two documentary films for Universal Pictures. He is also a published fiction author and a member of American Mensa. Bob lives locally with his wife and has four children and three grandchildren.
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
California Insurance License 0A18417 Resident State [CA]
Contact
Brian Stewart
- Executive Vice President
- Senior Financial Advisor
Brian Stewart
- Executive Vice President
- Senior Financial Advisor
When Brian joined Wells Fargo Advisors Financial Network in August 2013, he brought with him more than 25 years of experience as a Financial Advisor and over 20 years of management experience, managing several branches at Morgan Stanley. Brian graduated from California State University, Fullerton in 1985 with a degree in Business Administration. He was hired by Dean Witter Reynolds (later to become Morgan Stanley). Just five years later, he was asked to obtain a supervisor’s license, at the ripeold age of 28. Today, as a valuable advisor at Wells Fargo Advisors Financial Network, Brian concentrates solely on his clients, mapping out investment plans to help them
achieve their life goals and retire in comfort.
Brian has been married to his beautiful wife, Kelly, for 39 years. They are proud parents
of three children, all of which were married in 2014.
CA Insurance License Number: 0A53203, Resident State (CA)
achieve their life goals and retire in comfort.
Brian has been married to his beautiful wife, Kelly, for 39 years. They are proud parents
of three children, all of which were married in 2014.
CA Insurance License Number: 0A53203, Resident State (CA)
Contact
Jud Crary
- Executive Vice President
- Senior Financial Advisor
Jud Crary
- Executive Vice President
- Senior Financial Advisor
Jud Crary is an Executive Vice President and Senior Financial Advisor with Wells Fargo Advisors Financial Network. Prior to joining, Jud spent 14 years as a Financial Advisor with UBS Financial Services. He chose to transition to Wells Fargo Advisors Financial Network because of their high-quality brand, superior investment products, and having some of the best research capabilities within the industry.
Jud is a graduate of Colorado State University. He is a two-time graduate of NOLS (National Outdoor Leadership School) with Mountaineering Courses in Wyoming (1994) and Australia (2000).
Jud has been married for 12 years to his wife, Nikki. They currently reside in Newport Beach with their three wonderful children, Mackenzie, Avery, and Deacon, and their Labrador, Chewy. In his free time, Jud enjoys spending time with friends and family in the outdoors. He’s an avid softball player. He is heavily involved in coaching his children’s sporting activities, as well as volunteering within their education efforts.
Contact
Courtney Cramer
- Registered Account Administrator
Courtney Cramer
- Registered Account Administrator
Courtney began her career at Wells Fargo Advisors Financial Network in 2018. She performs all administrative functions for clients and the advisors she supports. She obtained her Bachelor of Arts degree in Communications from California State University, San Marcos. Previously, Courtney worked at a technology company where she was an administrative assistant and graphic design artist.
Courtney has lived in Southern California all her life. Currently, she lives in Huntington Beach with her boyfriend and their two Australian Shepherds. In her free time, she loves to play with her puppies, learn to cook new things, travel when possible, and attend music events.
Contact
Debbie Weinstein
- Branch Administrator
Debbie Weinstein
- Branch Administrator
Debbie Weinstein joined Wells Fargo Advisors Financial Network in 2015. For over 40 years, she worked in the administrative field, doing such tasks as secretarial, supervisorial, research, coordination, and reports and documentation. Her years of experience offer valuable quality and a good work ethic.
Debbie rescues senior dogs and cats and supports animal rescue, in general. She dabbles in writing, especially poetry. She has written a children's picture book about three of her rescued dogs. Debbie also stresses the importance of time with family and friends, and a little relaxing on the couch watching sports doesn't hurt, either.
Contact
Samantha Worden
- Administrative Assistant
Samantha Worden
- Administrative Assistant
Samantha is a native to Southern California, born in Pasadena. She obtained her
Bachelor of Science degree in Business Management from Westwood College in 2014. Prior to joining
Wells Fargo Advisors Financial Network, she worked in retail management for three years.
Samantha has a nine year old son named Parker. She spends all of her time with him outside of work.
They love outdoor activities together, due to Parker’s high energy level. In her free time, she
enjoys going to sporting events (especially UFC and basketball), being outdoors, spending time with
friends, and relaxing when she gets the time.
Bachelor of Science degree in Business Management from Westwood College in 2014. Prior to joining
Wells Fargo Advisors Financial Network, she worked in retail management for three years.
Samantha has a nine year old son named Parker. She spends all of her time with him outside of work.
They love outdoor activities together, due to Parker’s high energy level. In her free time, she
enjoys going to sporting events (especially UFC and basketball), being outdoors, spending time with
friends, and relaxing when she gets the time.
Contact
Linda Musto
- Senior Registered Account Administrator
Linda Musto
- Senior Registered Account Administrator
Linda has been in the financial services industry for over 30 years. She holds a Bachelor of
Science Degree in Business Administration from Wayne State University in Detroit.
She holds Series 7, 66 and 63 registrations. Linda performs all administrative functions for her
clients and advisors that she serves at Wells Fargo Advisors Financial Network . She takes extreme
pride in providing superior customer service to each and every client. What she appreciates most is
the close personal relationships she’s developed over time with the clients she serves.
When not at work, Linda enjoys travel, movies, theatre, and spending time with friends.
CA Insurance License Number: 0H77515, Resident State (CA)
Contact
2915 E. Baseline Rd., Suite 111
Gilbert, AZ 85234
Scott Ahrens
- Senior Financial Advisor
- Partner
Scott Ahrens
- Senior Financial Advisor
- Partner
Scott joined Wells Fargo Advisors in 2017 and was named a Platinum Council Advisor* in 2019. Scott and Bryan Gerber started their own practice, A.G. Investment Management, in 2020. The independent practice is affiliated with Wells Fargo Advisors Financial Network.
Scott grew up in the small farm town of Roanoke, Illinois. He earned his Bachelor of ScienceDegree from Illinois State University. Scott married his wife, Alyssa, in 2015 and they have two beautiful daughters. They live in Gilbert, Arizona with their dog, Rizzy, whom they rescued while living in Chicago. Scott enjoys spending quality time with the family as well as golfing, hiking, and mountain biking. He is also
an avid fan of the Chicago Cubs and Chicago Bears.
Scott Ahrens, CA Insurance License Number 0MO5788, Resident and Domicile State, AZ
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Scott grew up in the small farm town of Roanoke, Illinois. He earned his Bachelor of ScienceDegree from Illinois State University. Scott married his wife, Alyssa, in 2015 and they have two beautiful daughters. They live in Gilbert, Arizona with their dog, Rizzy, whom they rescued while living in Chicago. Scott enjoys spending quality time with the family as well as golfing, hiking, and mountain biking. He is also
an avid fan of the Chicago Cubs and Chicago Bears.
Scott Ahrens, CA Insurance License Number 0MO5788, Resident and Domicile State, AZ
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Contact
Bryan Gerber
- Senior Financial Advisor
- Partner
Bryan Gerber
- Senior Financial Advisor
- Partner
Bryan began his investment career in 2001 through an internship with A.G. Edwards
and Sons while completing his education at Arizona State University. He earned two
Bachelor of Science Degrees in Economics and Finance. He continued his career at A.G.
Edwards, which later merged with Wachovia and eventually Wells Fargo Advisors. Bryan
and Scott started their own practice, A.G. Investment Management, in 2020. The
independent practice is affiliated with Wells Fargo Advisors Financial Network.
Bryan was recognized in 2019 as a Forbes Top Next Generation Wealth Advisor*. He has
also been named a Premier Advisor** in 2018 & 2019.
Bryan married his high school sweetheart, Stephanie, in 2006. They have two sons. A
good portion of their time is spent running the boys from soccer to swimming and
everywhere in between. Bryan is an avid golfer and enjoys entertaining family and
friends at his home in Mesa, AZ.
* The Forbes Top Next-Gen Wealth Advisors Best-In-State rating algorithm is based on
the previous year’s industry experience, interviews, compliance records, assets under
management, revenue and other criteria by SHOOK Research, LLC. Investment
Performance is not a criterion. Self-completed survey was used for rating. This rating
is not related to the quality of investment advice and based solely on the disclosed
criteria.
** The Platinum Council (previously known as Premier Advisor) distinction is held by a
select group of Financial Advisors within Wells Fargo Advisors Financial Network as
measured by completion of educational components, business production based on
either of the past two years, and professionalism. Additional criteria, best practices and
team structure, may also be used to determine recipients.
Bryan Gerber, CA Insurance License Number 0H42710 Resident and Domicile State (AZ)
and Sons while completing his education at Arizona State University. He earned two
Bachelor of Science Degrees in Economics and Finance. He continued his career at A.G.
Edwards, which later merged with Wachovia and eventually Wells Fargo Advisors. Bryan
and Scott started their own practice, A.G. Investment Management, in 2020. The
independent practice is affiliated with Wells Fargo Advisors Financial Network.
Bryan was recognized in 2019 as a Forbes Top Next Generation Wealth Advisor*. He has
also been named a Premier Advisor** in 2018 & 2019.
Bryan married his high school sweetheart, Stephanie, in 2006. They have two sons. A
good portion of their time is spent running the boys from soccer to swimming and
everywhere in between. Bryan is an avid golfer and enjoys entertaining family and
friends at his home in Mesa, AZ.
* The Forbes Top Next-Gen Wealth Advisors Best-In-State rating algorithm is based on
the previous year’s industry experience, interviews, compliance records, assets under
management, revenue and other criteria by SHOOK Research, LLC. Investment
Performance is not a criterion. Self-completed survey was used for rating. This rating
is not related to the quality of investment advice and based solely on the disclosed
criteria.
** The Platinum Council (previously known as Premier Advisor) distinction is held by a
select group of Financial Advisors within Wells Fargo Advisors Financial Network as
measured by completion of educational components, business production based on
either of the past two years, and professionalism. Additional criteria, best practices and
team structure, may also be used to determine recipients.
Bryan Gerber, CA Insurance License Number 0H42710 Resident and Domicile State (AZ)
Contact
Hope Nelson
- Administrative Assistant
Hope Nelson
- Administrative Assistant
Hope joined Wells Fargo Advisors Financial Network in February of 2022. She holds a Bachelor of Arts degree in Political Science and a minor in Communications from the University of Alaska Anchorage. After she graduated, she worked as an administrative assistant in Alaska before moving to Arizona to further her career with A.G. Investment Management.
Hope competed in Division One gymnastics for the University of Alaska Anchorage, she’s a Certified Hot Yoga Teacher, and is fluent in American Sign Language. In her spare time, she enjoys walking her dogs, practicing yoga, lifting weights, and riding her motorcycle.
Hope competed in Division One gymnastics for the University of Alaska Anchorage, she’s a Certified Hot Yoga Teacher, and is fluent in American Sign Language. In her spare time, she enjoys walking her dogs, practicing yoga, lifting weights, and riding her motorcycle.
Contact
4020 Moorpark Ave., Suite 101
San Jose, CA 95117
Charles Adams
Charles Adams
As a Financial Advisor, Charles manages assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, he helps clients develop and implement strategies for building wealth and realizing their goals. His mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for his clients.
Charles worked for 9 years with Morgan Stanley before joining A.G. Edwards in 2005 (a predecessor firm of Wells Fargo Advisors). He graduated from Kaplan University Summa Cum Laude with a membership in the Alpha Beta Kappa National Honor Society and a degree in Business Administration. Charles also earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification from the College for Financial Planning. For this certification, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Away from the office, Charles feels most at home with a fishing pole in his hands. He has been an active angler for over 50 years. He also enjoys spending time with his son, his wife and his three grandsons.
California Insurance License 0B89530 Resident State [CA]
Charles worked for 9 years with Morgan Stanley before joining A.G. Edwards in 2005 (a predecessor firm of Wells Fargo Advisors). He graduated from Kaplan University Summa Cum Laude with a membership in the Alpha Beta Kappa National Honor Society and a degree in Business Administration. Charles also earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification from the College for Financial Planning. For this certification, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Away from the office, Charles feels most at home with a fishing pole in his hands. He has been an active angler for over 50 years. He also enjoys spending time with his son, his wife and his three grandsons.
California Insurance License 0B89530 Resident State [CA]
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