Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Sonny Botello, CFP

Financial Advisor

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. Prior to starting my career with Wells Fargo & Company, I graduated from California State University, Fresno with a degree in Business Finance in 2008 and most recently worked as a Private Banker with Wells Fargo's Private Bank for 8 years. Now a Financial Advisor with Wells Fargo Advisors in Fresno, CA, I take pride in working for a firm that puts you first. I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my local community where I have been an active member for nearly 20 years. I am currently involved with CSU Fresno's Money Management Center as an Advisory Board Member and lead Wells Fargo's Financial Literacy efforts throughout the region where we educate students and non-profits. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We'll continue to work together through the years to keep your investment strategies aligned with your goals and needs. I look forward to helping you and your family navigate your life's journey. Together, we can discuss financial strategies designed to fit your unique situation. Away from the office, I love spending time with my family, traveling and watching sports. My wife Katie and I live in Fresno with our 2 children, Jordan and Beau, along with our dog Purdy.

Certificates

CFP

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