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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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