Daniel K. Avan, CA Insurance #0B46520 is a Managing Director – Investments at Wells Fargo Advisors in Carlsbad, California. He began his career with Dean Witter in 1993. Clients rely on Danny’s deep knowledge and nearly 30 years of experience to help them leverage their wealth to achieve what’s most important in their lives. From early retirement, to a second home, to a significant business transaction, each client has unique goals. Danny takes pride in striving to truly understand his clients’ motivations, concerns, and commitments to customize strategies that help them realize those goals. He works with professionals, affluent retirees and business owners, specializing in every aspect of wealth management, including retirement and income planning, portfolio management, and asset allocation. He focuses on helping simplify his clients’ financial lives, while striving to mitigate emotional investing and providing sound investment guidance to help clients make informed decisions. As the senior member and lead Financial Advisor of The Avan-Shapiro Wealth Management Group of Wells Fargo Advisors, Danny has guided clients through multiple bull and bear markets and has extensive experience collaborating with clients’ tax and legal advisors on complex planning and wealth transfer strategies. Committed to high standards of professionalism and service, Danny has been honored with the designation as a Wells Fargo Advisors Platinum Council 2015-20253.

A California native, he has lived in Carlsbad for more than 20 years and has two children, Ashley and Austin. Danny believes in giving back to his community and volunteers with the Boys and Girls Clubs of Greater San Diego and Big Brothers Big Sisters San Diego. He also proudly supports AMVETS in honor of his father and grandfather who are Air Force veterans.

 

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

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CA Insurance License Number: 0B46520
Resident State: CA

Alan G. Shapiro, CFP® is a Managing Director-Investments at Wells Fargo Advisors with over 20 years of wealth management experience.  As a CERTIFIED FINANCIAL PLANNER® professional, Alan is firmly committed to building long-term relationships and strives to deliver exceptional client service.

He is dedicated to advising clients with all aspects of their wealth management needs in order to help achieve the lifestyle they aspire to. His areas of focus include portfolio management, liability management, retirement and education planning, along with estate and legacy planning strategies. Additionally, he oversees concentration positions and stock option planning for their clients.  

Alan was recognized as one of Forbes Best-In-State Wealth Advisors 2018, 2022, 2024 and Forbes Top Next-Generation Wealth Advisors 2017-2019 and also received the Platinum Council 2017-2023, held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. He holds a Bachelor of Arts degree in Economics from University of California, San Diego.

In addition to his professional interests, he enjoys an active lifestyle and spending time with his family. He resides in Carlsbad with his wife Scottie, and 3 children Elise, Logan and Gabe. Alan is a member of the University of California San Diego Alumni Association and serves on the Board of Directors for UC San Diego Athletics – T2 Advisory Board.

 

1 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria..

 

2 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

 

3 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

CA Insurance License Number: 0E18681
Resident State: CA

David M. Delino is a Senior Financial Advisor at Wells Fargo Advisors with over 17 years in the financial industry. As a Financial Advisor, David helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach while incorporating multi-generational strategies, David’s mission is to provide objective and timely financial advice and guidance with the highest level of professional service to develop and implement tactics on an individual basis for building wealth and realizing their goals. David focuses on each investor's specific needs, he will strategize your goals for both life and legacy, and is well versed in Retirement Planning, Business Succession Planning, Executive Comp, Individual 401(k)s, Education Planning, Philanthropic Giving, and Trust and Estate Planning

David brings a diverse background in finance to The Avan-Shapiro Wealth Management Group of Wells Fargo Advisors. His career has crossed between Wealth Management and as an Associate Private Banker, AVP with Morgan Stanley Private Bank where he assisted High-Net-Worth clients with tailored lending structures including commercial and residential lending, aircraft financing, and utilizing a security-based line of credit for business and personal ventures. He has a profound understanding of credit and the tools to understand both sides of the balance sheet, cash flow, and the avenues clients have while efficiently utilizing credit to extend their wealth.

David attended California State University, San Bernardino where he holds dual Bachelor of Arts in Business Administration with a concentration in Marketing and Sports & Entertainment Marketing. He also obtained his Online Financial Planning Certificate Program from the University of Texas at Austin.

As a native Californian, David and his wife Alexa reside in Encinitas and enjoy the active lifestyle of San Diego and supporting the local community and sports teams.


CA Insurance Number 0I13877, Resident State CA

Colin brings a wealth of experience to The Avan-Shapiro Wealth Management Group of Wells Fargo Advisors, serving as a dedicated Financial Advisor. His diverse background spans across the Real Estate and prestige auto sectors. Notably helping auto collectors procure rare models and concourse-ready cars for their portfolio. This has allowed him to refine his expertise while working with affluent individuals across various industries. Colin’s distinctive hallmark lies in his steadfast commitment to a personalized methodology, where he consistently delivers strategic insights finely tuned to meet the distinct financial objectives of each client.  Colin believes in building strong, client-centric relationships. He understands that each client's financial journey is unique, and he is committed to providing tailored solutions to help them achieve their financial aspirations with confidence.

Although originally from Palos Verdes, California, Colin's journey has taken him to New York and Los Angeles. However, he is thrilled to call Carlsbad now home. His relentless pursuit of excellence culminated in a BSM and MBA from Pepperdine University, where he graduated with high honors, earning the magna cum laude distinction.

Beyond the realm of finance, he leads an active lifestyle. His love for adventure is evident in his enthusiasm for snowboarding, golfing, squash, hiking, mountain biking, and traveling. He also enjoys dabbling in the culinary arts, where he derives immense joy from preparing intricate dishes for his friends and family.

Colin is deeply committed to community involvement and giving back. His philanthropic spirit has driven him to engage in meaningful projects, including contributing to constructing homes and an orphanage for families in Ensenada, Mexico. Furthermore, he passionately champions causes close to his heart, such as the Wounded Warriors Project, Surfrider Foundation, and various Cancer outreach groups.

CA Insurance License Number: 0M86769
Resident State: CA

Shily Sasinouan is a Senior Registered Client Associate at Wells Fargo Advisors with over 10 years of experience in the financial industry. She joined The Avan-Shapiro Wealth Management Group of Wells Fargo Advisors in 2019. Over the course of her career, she has obtained the following FINRA registrations: Series 7 General Securities, Series 66 Uniform Securities Law, and is Insurance licensed for Life/Health/Variable Annuity.

Her goal as a Senior Registered Client Associate is to provide clients convenient and stress-free solutions for their financial needs while they juggle their busy lives. With her background in retail banking and brokerage services, Shily has knowledge to assist in all areas to help ensure our client’s relationship with Wells Fargo Advisors is an enjoyable experience.

During her free time, Shily enjoys spending time with her family. She resides in Vista with her partner, Payam, and their twin girls—Zoe and Mia. When she’s not chasing after her girls, you’ll find her creating a dish in the kitchen, tackling a DIY project, or reading a book.  

CA Insurance License Number: 4097105. Resident State [CA].

Miranda is a Senior Client Associate with Wells Fargo Advisors. Miranda has 8 years of experience in the financial industry, starting with Wells Fargo Bank in 2015 and later joining Wells Fargo Advisors in 2021.

Miranda strives to create a client centric experience and helps oversee operations and administrative services for The Avan-Shapiro Wealth Management Group.  Having an extensive background in retail and brokerage banking, she can help navigate clients with ease between both platforms.

In her downtime she likes being outside, hiking around the many surrounding lakes and beautiful beaches. She also enjoys exploring the city, trying new restaurants, or getting some quality time in with friends and family—especially her son, Merrick.