CA Insurance License Number:0B04732. Resident State: California.

Lee A. (Landy) Fields, MBA

Financial Advisor
Managing Director - Investment Officer

 
CA Insurance License Number: 0B62394. Resident State CA

 
As a financial advisor, I am committed to helping clients navigate their financial life and plan for their financial needs. Whether you are planning your retirement, savings for your children’s/grandchildren’s education, or looking to preserve your wealth, I can help.

Before I started my career as a financial advisor, I graduated from the University of California at Davis and attained my MBA from California State University at Sacramento. Now as a Managing Director-Investments with the El Dorado Hills office of Wells Fargo Advisors, I take pride in helping client achieve their financial goals and dreams.

My mission is to help each one of my clients plan for a financial future in a way that is tailored to their specific situation. I have been recognized as a Wells Fargo Advisors Platinum Council Advisor every year from 2011 to 2025. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. 

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 I use to stay on course toward meeting your objectives. That is why I work with you to design investment strategies targeted to your specific needs and goals.

 

CA Insurance License Number:0I45828. Resident State: California.

CA Insurance License Number:0M35449. Resident State: California.