Ryan specializes in developing progressive wealth management strategies that help his clients reach their unique financial goals. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. Whether planning for retirement, saving for a child’s or grandchild’s education, or preserving a lifetime of wealth, Ryan can provide the advice and resources that support each client’s objectives. 

To further his knowledge on behalf of his clients, Ryan has earned the designations of CERTIFIED FINANCIAL PLANNER^®, Accredited Wealth Management Advisor^SM and Accredited Domestic Partnership Advisor^SM, and he is an active member of the Financial Planning Association of Orange County. In addition, he has been recognized by Wells Fargo Advisors as a Platinum Council (2011-2013.) The distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network.

With more than 28 years of experience as a Financial Advisor, Ryan has dedicated his career to helping his clients meet their financial needs. Before joining Wells Fargo Advisors (formerly Wachovia Securities) in 2007, he spent more than nine years as a Financial Advisor with Morgan Stanley.

Outside the office, Ryan is an active member of his community. His volunteer positions have included serving as the Board Chairman of both the YMCA of Orange and Rebuilding Together Orange County, Children’s Hospital of Orange County’s Pediatric Mental Health Advocacy Committee. He also supports many other local organizations. He also enjoys traveling, trying new and unique foods, and all things automotive.

Ryan’s Approach to Long-Term Investment Planning:

“Making sure your wealth continues to work in support of your goals takes careful and ongoing planning. As your life circumstances change, so must the investment strategies I use to help you stay on course toward meeting your objectives. That’s why I meet with you to design investment strategies targeted to your specific needs and goals as they evolve over time. Although I do not provide tax advice, I will keep you informed about tax law changes and estate plan issues to help preserve your wealth—now and for generations to come.”

Ryan’s Perspective on Portfolio Management Services:

“What you pay matters to me. It is important for you to know exactly what you pay, so there are no unexpected or unexplained costs. As my client, you should know that my primary objective is to make sure you achieve your financial goals. With that in mind, I am always looking to design long-term, diversified investment solutions and use cost-efficient, high-value strategies to manage your money.

Although I offer traditional brokerage accounts, I believe that fee-based account management focuses on the long-term benefits of your financial strategy. I offer a variety of money-management programs in which traditional commission fees are replaced by a quarterly fee, assessed in advance and based on the assets in your account. Because I am paid a percentage of the value of your account assets, I have a personal stake in your investment success. Through these fee-based programs, I can help you develop a portfolio that balances your need for safety, growth and current income.”

 

Contact Me

If you want a Financial Advisor for today and tomorrow, Contact Me.

Craig E. Tuthill
Senior Financial Advisor
Fundamental Choice Portfolio Manager

Phone: 714.406.0569
Email: Craig.Tuthill@wfafinet.com

With over 26 years’ experience as a Financial Advisor, Craig is dedicated to helping our clients meet their financial needs. Backed by the vast resources of Wells Fargo Advisors Financial Network, we are fully invested in our clients.

Graduated from the University California Santa Barbara with a degree in Economics and worked as interns with Prudential Securities before joining the practice. We take pride in working for a practice that puts you first. We strive to help each one of our clients plan for a financial future in a way that best meets his or her goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, we can help.

Away from the office, Craig is an avid triathlete and enjoys spending time with family.

Comprehensive Investment Planning

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event. It is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals.

Investment Process

You’ll receive tools and support to develop a detailed inventory of all your financial assets so you can find out exactly where you stand. This evaluation puts your total securities portfolio in perspective by providing you with such things as current price, profit or loss, income, and current yield on items held in your portfolio. We will help evaluate whether certain estate planning techniques — such as a trust — are appropriate for your individual circumstances. We will use a team approach to coordinate estate planning strategies with you and your attorney. Any investment strategy, no matter how well-designed, is of little value unless it is implemented and maintained. We will help ensure that your investment plan is put into action and that it is coordinated with your attorneys and accountants.

The foundation of our investment process is the Fundamental Choice portfolio management advisory program. The Fundamental Choice program has been developed to combine the collective insight of Wells Fargo Investment Institute and our correspondent firm’s market strategy, fundamental and quantitative analysis, and individual recommendations to create the parameters for investment portfolios. Having access to vast array of investment options, make it possible for these portfolios to be tailored to individual investor’s risk profiles (moderate, moderately aggressive, and aggressive). When working with the portfolio manager through the Fundamental Choice program, you gain several potential advantages. First, you don’t have to bring a third-party portfolio manager “up to speed” on your investment objectives –Craig and Jon are your Portfolio Managers. Second, each Financial Advisor must be certified by the firm to work with clients through the Fundamental Choice program. The criteria for certification include a mix of experience and education. Finally, the annual account fee is based on your account size rather than traditional trade-based commission charges (billed quarterly in advance.)

CA Insurance License Number 0D04000. Resident State CA

Fees for the Fundamental Choice program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged
product used in your portfolio. Advisory programs are not designed for excessively traded or
inactive accounts and are not appropriate for all investors. During periods of lower trading
activity, your costs might be lower if our compensation was based on commissions. Please
carefully review the advisory disclosure documents for a full description of our services,
including fees and expenses. The minimum account size for this program is $50,000.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned
subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
As each Fundamental Choice program account is individually managed, construction and
ongoing management of portfolios may vary from those discussed in this Philosophy Statement.

Past performance is not indicative of future results, and there is no assurance that any
investment strategy will be successful.

Nina Domingo
Senior Client Associate
Phone: 714.406.0591

Email: nina.domingo@wfafinet.com
 
For over 20 years, Nina has been assisting clients at Wells Fargo Advisors. As a Senior Client Associate, Nina is dedicated to working with our team to help our individual and businesses clients develop financial and investment strategies that line up with their needs, goals and risk tolerance. Nina assists clients with their accounts, helps set up retirement programs, and helps construct group educational seminars.

Lisa Maisano-Norman serves as Senior Administrative Associate for The Adelizi Group of Tustin Centre Wealth Advisors. She focuses on client communication, coordination, and streamlining operations for the practice. Lisa loves having the opportunity to help our advisory team positively impact our clients’ lives, ensuring they are well cared for, and their needs are met. In 2005, Lisa graduated from the University of Phoenix with a degree in Business Administration. After graduation, Lisa most recently held positions at Alight Solutions, Willow Wood Junior High, and HEB before joining the Adelizi Group of Tustin Centre Wealth Advisors.

Outside the office, Lisa and her husband enjoy traveling and keeping up with their daughter who recently graduated from Sam Houston State University. In her free time, Lisa likes to stay active and be outdoors. Her activity of choice is walking in beautiful and exciting locations.