Put your future into focus today.
Working with Us
Jessica Giuffrida
Client Associate
Email Address
jessica.giuffrida@wellsfargoadvisors.comPhone Number
(805) 373-8232Put your future into focus today.
Working with Us
Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.
Learn MoreTrust Services are available through Wells Fargo Bank, N.A., and Wells Fargo Delaware Trust Company, N.A.
Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Your Wealth. Our Focus.
We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
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We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
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