Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
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Request InformationOur Commitment to You
We’ll make financial and investment recommendations with your best interest at heart.
Our Commitment to YouMeet Our Team
Jon M. Leedom
Managing Principal
Fundamental Choice Portfolio Manager
Email Address
jon.leedom@wfafinet.comPhone Number
(714) 406-0571
Craig E. Tuthill
Senior Financial Advisor
Fundamental Choice Portfolio Manager
Email Address
Craig.Tuthill@wfafinet.comPhone Number
(714) 406-0569
Nina Domingo
Senior Client Associate
Email Address
nina.domingo@wfafinet.comPhone Number
(714) 406-0591
Lisa Maisano-Norman
Senior Administrative Associate
Email Address
lisa.mn@wfafinet.comPhone Number
(714) 406-0465
Nicholas Adelizi
Registered Associate
Email Address
nicholas.adelizi@wfafinet.comPhone Number
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.