Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Stephen Wiedemann, CRPC
Managing Director - Investments
Financial Advisor
CA Insurance License Number: 0D62130. Resident State: CA
Certificates
CRPC
Melissa Bausley
Senior Registered Client Associate
Email Address
Melissa.Bausley@wellsfargoadvisors.comPhone Number
(949) 759-4587CA Insurance License Number: 0I35752. Resident State of CA.
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.