Steve Gunn, CRPC, ADPA

I work with clients who want a steady, experienced advisor to help them navigate market volatility, global uncertainty, and the emotions that often accompany investing. I am a Senior Vice President – Investments and Senior Financial Advisor with Wells Fargo Advisors, and my approach emphasizes perspective, discipline, and long‑term planning across both calm and stressful market environments.

I joined Wells Fargo Advisors in 2011 after more than 20 years as a manager and executive in the technology sector, where I also managed my own investments through a wide range of market conditions. That background continues to shape how I approach risk, decision‑making, and client conversations—especially when markets are unsettled.

I typically work with established investors planning for retirement or significant financial transitions, providing guidance on investment strategy, diversification, retirement income planning, and risk and liability management, including access to lending solutions through Wells Fargo affiliates.

I have broad experience working with LGBTQ clients and non‑traditional families and hold the Accredited Domestic Partnership AdvisorSM (ADPA®) designation through the College for Financial Planning®. This has been particularly valuable when working with couples in long‑term relationships who may face unique planning considerations.

I am based in Seattle and welcome the opportunity to connect.