As a Branch Manager, First Vice President-Investments and PIM Portfolio Manager, Matthew Thoman CPFA®, CFP®, CRPC®, CRPS®and his team are dedicated to helping their clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, they can help.

 

Before entering the financial services industry, Matthew obtained his Bachelor's in Business Administration with a focus on Economics from Almeda University. He began his career working with Hartford Investors as an Account Executive and moved into the role of District Manager. Matthew then joined Morgan Stanley to further his career in corporate services and portfolio management. After ten successful years with Morgan Stanley, Matthew joined Merrill Lynch as a Vice President - PIA Portfolio Manager. Now a Branch Manager with the Downtown Los Angeles office of Wells Fargo Advisors, Matthew and his team takes pride in working for a firm that puts their clients first.

 

Additionally, Matthew holds his Life and Health Insurance license and FINRA series 6, 7, 9, 10, 26, 31, 63, and 66 registrations.

 

Away from the office, Matthew enjoys tennis, hiking, and traveling. Matthew lives in West Hollywood, California.

 

CA Insurance License Number: 0C56987.

 

Resident State of CA.

Melorin Ali joined Wells Fargo Advisors in November 2022. She started her banking career at Bank Of America as Relationship Banker and supervisor in 2018.She joined First Bank as Banking Specialist lll . Her career has been a mixture of sales and marketing. All of which requires her to know her audience, analyze opportunities, solve problems, and present solutions. She believes that putting clients first and leading with integrity can help make her successful in everything she does.
Melorin enjoys volunteering at the animal shelters and Food Bank. In her free time, she enjoys hiking, traveling and playing racquetball.

Resident State of CA.