Steve Menendez is a PIM® Portfolio Manager.1 As a PIM® Portfolio Manager, he works to meet clients' specific investment goals through customized portfolio management. He has met stringent criteria based on experience and expertise and acts as a personal portfolio manager.
David Yoder has obtained The CERTIFIED FINANCIAL PLANNER® professional certification. To earn his CFP® credential, he completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is a comprehensive array of advice and skill-based approach that distinguishes The CERTIFIED FINANCIAL PLANNER® practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Chris Hunt has earned his CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan CounselorSM, Chris focuses on client centric problem solving as he assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.
1 The 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 document for a full description of our services. The minimum account size for this program is $50,000.