Vicki Sonnabend Patman
- Managing Director - Investment Officer
With over 40 years of experience in the financial services industry, Vicki takes pride in the long-standing personal relationships she has developed with her clients, helping them reach their financial and personal goals through innovative solutions to complex issues. Vicki specializes in crafting and executing comprehensive wealth planning and asset and liability management for affluent clients.
Vicki brings a wealth of knowledge to her practice, advising a diverse clientele, including entrepreneurs, executives, retirees, and individuals in the entertainment industry. She possesses a profound understanding of the nuances involved in creating meaningful legacies and the financial complexities associated with that. Vicki employs a holistic, strategic, and client-centric approach to her business.
Vicki graduated with a BA in Economics from the University of California, Los Angeles, and began her financial career at Drexel Burnham Lambert ('84-89) and Merrill Lynch ('89-09) before joining Wells Fargo in 2009. Vicki’s team has been recognized as one of the Best-In-State Wealth Management Teams for California in 2023 and 2024 by Forbes Magazine (1).
She splits her time between Los Angeles, CA and Sun Valley, ID and is active in her local community with the Greenwich Village Association, UCLA Alumni Association, and Richstone. In her free time, Vicki keeps extremely active, enjoying the outdoors, traveling, reading, and spending time with family.
(1) 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. (Source: Forbes.com) 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22. The Forbes Best-in-State Wealth Management Teams 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 the investment advice and based solely on the disclosed criteria.
CA Insurance License #0A06657. Resident: CA.
Vicki brings a wealth of knowledge to her practice, advising a diverse clientele, including entrepreneurs, executives, retirees, and individuals in the entertainment industry. She possesses a profound understanding of the nuances involved in creating meaningful legacies and the financial complexities associated with that. Vicki employs a holistic, strategic, and client-centric approach to her business.
Vicki graduated with a BA in Economics from the University of California, Los Angeles, and began her financial career at Drexel Burnham Lambert ('84-89) and Merrill Lynch ('89-09) before joining Wells Fargo in 2009. Vicki’s team has been recognized as one of the Best-In-State Wealth Management Teams for California in 2023 and 2024 by Forbes Magazine (1).
She splits her time between Los Angeles, CA and Sun Valley, ID and is active in her local community with the Greenwich Village Association, UCLA Alumni Association, and Richstone. In her free time, Vicki keeps extremely active, enjoying the outdoors, traveling, reading, and spending time with family.
(1) 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. (Source: Forbes.com) 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22. The Forbes Best-in-State Wealth Management Teams 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 the investment advice and based solely on the disclosed criteria.
CA Insurance License #0A06657. Resident: CA.
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Chase Sandera
- CFP
- Financial Advisor
As a CERTIFIED FINANCIAL PLANNER® and Financial Advisor at Wells Fargo Advisors, Chase Sandera, CFP®, works closely with partner Vicki Patman to develop highly detailed comprehensive wealth plans and provide an exceptionally thoughtful client experience.
Chase acts as a financial quarterback and personal CFO to his clients, proactively reviewing financial plans, providing thoughtful recommendations, and addressing any inquiries that come his way. Chase specializes in stock options and company stock strategies, investments, tax, estate, cash flow, and retirement planning. When appropriate, Chase collaborates closely with accountants, estate planners, and other key stakeholders to optimize every aspect of his client’s financial situation.
With an extensive background in serving high-net-worth individuals and families at various industry leading boutique wealth management firms, Chase has a proven track record of success through proactive planning and hands-on client service. Trust, discipline, and ongoing education form the cornerstone of Chase’s practice.
Chase holds a bachelor’s degree in finance and urban and regional development from the University of Arizona and earned his CERTIFIED FINANCIAL PLANNER® certification through UCLA Extension in 2023. Chase is FINRA Series 7, 63, and 65 licensed, and is Life, Accident, Health, Variable Life, and Variable Annuity Insurance licensed.
A Manhattan Beach native, Chase loves spending his time outdoors and by the ocean. His hobbies center around surfing, hiking, golfing, traveling, and enjoying the company of his family and friends.
CA Insurance License #0L42078. Resident: CA.
Chase acts as a financial quarterback and personal CFO to his clients, proactively reviewing financial plans, providing thoughtful recommendations, and addressing any inquiries that come his way. Chase specializes in stock options and company stock strategies, investments, tax, estate, cash flow, and retirement planning. When appropriate, Chase collaborates closely with accountants, estate planners, and other key stakeholders to optimize every aspect of his client’s financial situation.
With an extensive background in serving high-net-worth individuals and families at various industry leading boutique wealth management firms, Chase has a proven track record of success through proactive planning and hands-on client service. Trust, discipline, and ongoing education form the cornerstone of Chase’s practice.
Chase holds a bachelor’s degree in finance and urban and regional development from the University of Arizona and earned his CERTIFIED FINANCIAL PLANNER® certification through UCLA Extension in 2023. Chase is FINRA Series 7, 63, and 65 licensed, and is Life, Accident, Health, Variable Life, and Variable Annuity Insurance licensed.
A Manhattan Beach native, Chase loves spending his time outdoors and by the ocean. His hobbies center around surfing, hiking, golfing, traveling, and enjoying the company of his family and friends.
CA Insurance License #0L42078. Resident: CA.
Contact
Jung Han
- Senior Registered Client Associate
Jung plays a crucial role in our organization, focusing on client service and managing our operations. She began her career in the financial services industry in 2008 with UBS Financial Services in Century City, CA, before joining Wells Fargo Advisors in 2014. Jung’s direct engagement with clients and her comprehensive understanding of their financial needs enable her to deliver highly thoughtful, personalized service. Jung is FINRA Series 7, 63, and 65 securities registered.
Her extensive experience, dedication to client care, and meticulous attention to detail make her an invaluable asset to both our team and the clients she serves. A California native, Jung graduated with a bachelor’s degree from UC Berkeley in 1999.
In her free time, Jung enjoys traveling and attending concerts and theater. She has explored various parts of Korea and Europe and looks forward to discovering more destinations in the future.
Her extensive experience, dedication to client care, and meticulous attention to detail make her an invaluable asset to both our team and the clients she serves. A California native, Jung graduated with a bachelor’s degree from UC Berkeley in 1999.
In her free time, Jung enjoys traveling and attending concerts and theater. She has explored various parts of Korea and Europe and looks forward to discovering more destinations in the future.
Roxanna Basetvat
- Executive Director
- Senior Wealth Advisor
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.
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.
Sang N. Hong
- CTFA
- Executive Director
- Certified Trust and Financial Advisor
Sang Hong is a senior trust advisor with Wells Fargo Bank Wealth & Investment Management located in Los Angeles, California. She guides high net worth individuals, families, and business owners through the trust, legacy, and business succession planning process. She thoughtfully helps clients define and prioritize their goals, and then guides them through the implementation, administration, and wealth transition events in a way in which they can provide for the people and causes they care most about.
She works in collaboration with internal and external advisors and fiduciary specialists to understand, analyze, advise, and evolve relationships. Through active listening, Sang helps identify the unique needs of each client, and then leverages the specialized capabilities and resources provided by Wells Fargo Bank Trust Services to create a wholistic experience for each client.
Prior to joining Wells Fargo Bank in 2009, Sang was a senior trust officer at U.S. Trust, Bank of America Private Wealth Management in Los Angeles, Palm Desert and San Diego, CA for 12 years, where she specialized in trust and estate settlement administration. She has been in the financial services industry for over 26 years.
Sang holds a Juris Doctorate degree from the American College of Law (not currently practicing), a Master of Business Administration degree from California State Polytechnic University, and a Bachelor of Arts degree from the University of California, Santa Barbara. She holds the Certified Trust & Fiduciary Advisor professional designation. She is a member of the Beverly Hills Bar Association, Trusts & Estates Sections; Los Angeles County Bar Association, Trusts & Estates Section; Pepperdine Estate Planning Network.
She works in collaboration with internal and external advisors and fiduciary specialists to understand, analyze, advise, and evolve relationships. Through active listening, Sang helps identify the unique needs of each client, and then leverages the specialized capabilities and resources provided by Wells Fargo Bank Trust Services to create a wholistic experience for each client.
Prior to joining Wells Fargo Bank in 2009, Sang was a senior trust officer at U.S. Trust, Bank of America Private Wealth Management in Los Angeles, Palm Desert and San Diego, CA for 12 years, where she specialized in trust and estate settlement administration. She has been in the financial services industry for over 26 years.
Sang holds a Juris Doctorate degree from the American College of Law (not currently practicing), a Master of Business Administration degree from California State Polytechnic University, and a Bachelor of Arts degree from the University of California, Santa Barbara. She holds the Certified Trust & Fiduciary Advisor professional designation. She is a member of the Beverly Hills Bar Association, Trusts & Estates Sections; Los Angeles County Bar Association, Trusts & Estates Section; Pepperdine Estate Planning Network.
Davis Fretwell
- Private Mortgage Banker
We would also like to introduce you to Davis Fretwell, Private Mortgage Banker, Wells Fargo Bank, who can help you with your financial needs.
Although not part of our brokerage practice, he is a valuable resource. If you have questions about how he might be able to assist you, please contact us.
Although not part of our brokerage practice, he is a valuable resource. If you have questions about how he might be able to assist you, please contact us.