Upcoming Seminars & Workshops

We believe client education and financial literacy helps you make more informed and better financial decisions. That’s why we provide ongoing programing and events to add value and raise your financial understanding across a variety of financial management subjects.


Upcoming Events:



PLEASE JOIN US FOR A VIRTUAL UPDATE TO DISCUSS THE LATEST INFORMATION CONCERNING OUR ECONOMY AND INVESTMENT MARKETS

Wednesday, January 31, 2024 10:00 A.M – 11:30 A.M (PST) Or Wednesday, January 31, 2024 4:00 P.M-5:30 P.M (PST)

Click Here to Learn More


Adtrax: PM-07052025-6200880.1.1 



PLEASE JOIN US FOR A VIRTUAL DISCUSSION ON MEDICARE AND WHO IS ELIGIBLE AND THE ENROLLMENT PROCESS

Thursday February 8, 2024 4pm - 5:30pm (PST)

Click here to learn more


Adtrax: PM-07122025-6217911.1.1




Register by contacting:

Email Alex Moreno, Client Associate

Email Stefanie Moreno, Client Associate 

Email Matt Gorham, Client Associate 

844.219.0260

3020 Old Ranch Pkwy., Ste #190

Seal Beach CA, 90740

Schedule a complimentary planning review. Email us. 

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, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI). 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