Sean Savoji is a Senior Private Wealth Financial Advisor located with nearly 20 years of experience in financial services. Sean is responsible for working with high-net-worth and ultra-high-net-worth clients to assist them in effectively managing their wealth, first by identifying each client’s unique goals and then by coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. Having worked in the financial services industry for all his professional life, Sean is still thrilled by the ever-changing landscape of the industry, and what fuels his passion is the opportunity to help solve his clients most complex financial and wealth challenges.

Sean is proud to be part of an organization that always seeks to place the client first. While working full time, Sean earned his Bachelor of Science in Business Management and his MBA in Finance from Pepperdine University’s Graziadio Business School. He finished at the top of his class, earning a membership to Beta Gamma Sigma, the international honor society for business programs. Sean also earned his Certificate in Private Capital Markets in his time at Pepperdine.

Sean resides in in Los Angeles with his wife, and daughters. His family is very important to him, and he tries to make as many memories with them as possible. Through the years, Sean has developed a passion for traveling and for exotic cars. In his free time, he likes to travel worldwide. He also has passion for driving and enjoys meeting and spending time with exotic car owners around the country.

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Wendy Hartje is a Private Wealth Senior Client associate located in the Western Division of Wells Fargo Private Bank with more than 10 years of experience in financial services.

Wendy is responsible for partnering with Private Wealth Advisors and Private Wealth Financial Advisors with client management and business development.

Wendy earned a bachelor’s degree in Psychology from California Lutheran University in Thousand Oaks, CA.

Within her community, Wendy enjoys partnering with non-profit organizations that provides animal rescue services. In addition, she serves as the Chapter Chair for the Los Angeles-Long Beach- Anaheim Chapter within Wells Fargo Bank.

Wendy lives in Thousand Oaks, CA with her husband, 3-year-old daughter, 2 year old son and her two lovely fur babies, Bentley and Midnight. She enjoys practicing hot yoga and outdoor activities with friends and family.

Marlon Profeta is a private wealth banker with Wells Fargo Bank’s Wealth & Investment Management located in Pasadena, California, bringing more than 20 years of experience in financial services. Marlon delivers tailored lending, cash management, and deposit solutions, along with access to highly structured credit facilities. As an integral part of the relationship team, he begins by understanding each client’s unique needs and overall financial goals, then leverages Wells Fargo Bank’s extensive resources to offer comprehensive, full-balance-sheet solutions that help achieve those goals. With a strong focus on driving an elevated and exceptional client experience, Marlon also maintains a strong commitment to help mitigate risk for clients and the firm.

Prior to joining Wells Fargo Bank Wealth & Investment Management, Marlon worked at Wells Fargo Bank’s Consumer and Business Banking group.

Marlon earned a Bachelor of Arts in Business Administration from Seattle University. He lives in Los Angeles with his wife and three children and enjoys traveling.

Aaron is a private wealth strategist with Wealth & Investment Management located in Westlake Village, covering the Valley Market. Aaron provides strategic guidance to high and ultra-high net worth families, as well as family offices, in areas such as estate, gift, and tax planning strategies; business succession and liquidity planning; charitable planning; retirement and executive compensation planning; and other wealth transfer strategies. Aaron has more than sixteen years of experience in estate planning and tax law, and works closely with clients to understand their personal wealth values and goals.

Prior to joining Wells Fargo, Aaron was an attorney in the trusts and estates group at Musick, Peeler & Garrett LLP, where his practice centered around sophisticated drafting and administration of tax-efficient estate plans. Before that, Aaron was associate director of the Center for Estate and Gift Planning at Pepperdine University, where he focused on estate planning, nonprofit law, and real estate transactions.

Aaron earned his Bachelor of Arts in Mathematics from Hillsdale College, his Juris Doctor from Pepperdine University Caruso School of Law (not currently practicing), and his LL.M. in taxation from New York University School of Law. He teaches federal estate and gift taxation as an adjunct professor at Pepperdine University Caruso School of Law. He is a board member of Campus By the Sea, Inc., a Christian campground and retreat facility on Catalina Island.

In his free time, Aaron loves cooking with his wife, reading to their four children, and playing piano and guitar. The six of them live with Aaron’s dad and a barnyard full of chickens, ducks, goats, rabbits, dogs, and a rotating collection of reptiles on a small avocado farm in Somis, California.

Professional Experience

Eric Hu is a regional business development leader at Wells Fargo Bank for Real Estate Asset Management, Energy Asset Management, and Closely Held Asset Management for California, Nevada, Hawaii, and Alaska.

In this role, Mr. Hu works with clients in Wells Fargo Bank’s Wealth and Investment Management to help enhance their real estate and specialty asset portfolios in order to pursue their planning and investment goals, while mitigating some of the risk. Mr. Hu also works with clients on real estate acquisitions that fit within their investment strategy.

Mr. Hu joined Wells Fargo Bank in 2012. Prior to joining Wells Fargo, he was a former practicing attorney and worked for a privately held Real Estate Investment Fund where he participated in managing a portfolio of approximately $100 million in real estate assets that included multifamily, industrial, office, retail, and residential investments.

Mr. Hu has been advising clients on real estate and specialty asset investment strategies for over 13 years.

Mr. Hu earned his bachelor’s degree from the University of California, Berkeley Haas School of Business, and his Juris Doctor degree from the University of California, Hastings College of the Law.

Mr. Hu is a member of the Urban Land Institute (ULI) and a member of the State Bar of California (currently not practicing).

Justin Madrid is a senior fiduciary strategist with Wells Fargo Bank’s Wealth & Investment Management division. He is located in Los Angeles, California. In his role, Justin helps manage the complex trust and estate needs of affluent individuals and families. He will be responsible for assisting with the administration of trusts and the assessment and refinement of wealth plans. Justin has a penchant for providing tailored services to clients and communicating complex wealth planning concepts in a crisp yet simple manner.

Prior to joining Wells Fargo Bank, Justin was a vice president, client advisor with Whittier Trust Company. Before joining Whittier, he was a vice president, advisor in Comerica Bank’s San Diego market where he collaborated closely with financial advisors.

Justin holds a Bachelor of Business Administration in Trust and Wealth Management from Campbell University located in North Carolina. He holds the Certified Trust and Fiduciary Advisor (CTFA) certification.