Roxanna Basetvat is a senior lead wealth planning strategist with Wells Fargo Bank in the Wealth & Investment Management division. Located in El Segundo, California, Roxanna serves the greater Los Angeles market and works exclusively with high- and ultra-high net worth clients.
Each client’s circumstance is unique to Roxanna. She takes the time necessary to understand each client’s particular situation. Then, after careful analysis, she helps clients to prioritize, align, and formulate their goals and then provides personalized education with customized financial advice. Roxanna prides herself in her ability to address her client’s innermost family and financial concerns and in being able to demonstrate the value she brings to each client situation.
Prior to joining Wells Fargo Bank, Roxanna was an associate wealth strategist with BNY Mellon in Los Angeles, California. Prior to that, she was an advanced planning attorney with Cetera Financial Group also in Los Angeles, California where she focused on the technical areas of wealth transfer-, retirement-, financial-, business-, and charitable-planning.
Roxanna earned her Bachelor of Arts degree in Sociology, with a
minor in Political Science from the University of California, Los
Angeles and a Juris Doctor degree from Southwestern Law School
(not currently practicing).
In her free time, she enjoys spending time with her husband, two
sons, and rescue pup, traveling to new and old places, and working
on her green thumb.