Meet Our Team

Richard W. Jackson, CFP®

Managing Director - Investments

Richard W. Jackson, CFP®
Managing Director – Investments

562-493-7625
richard.w.jackson@wellsfargoadvisors.com

Richard is a CERTIFIED FINANCIAL PLANNER® Professional who began his career as a Financial Advisor in 1988 and joined Wells Fargo Advisors in 1995. Richard is a longstanding member of Wells Fargo Advisors Platinum Council, 2024, and 2005-2023*.

Richard is from Glasgow, Scotland and moved to California in 1968 with his family. He earned his bachelor’s degree from California State University, Long Beach in 1985. A strong believer in community service, Richard has served on numerous non[1]profit boards in both Los Angeles and Orange County. In 2025 Richard was appointed by the city of Huntington Beach, CA to serve on their Investment Advisory Board for a 4 year term. Richard and his family have lived in Huntington Beach since 1998.

CA Insurance License #0698565. Resident State: CA

 

*(2024) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production based from the previous year and professionalism.

(2005-2023) 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.

Tina Harmier

Senior Registered Client Associate
Assistant Vice President

Tina Harmier
Senior Registered Client Associate
Assistant Vice President

(562) 493-7659
tina.j.harmier@wellsfargoadvisors.com


Tina is a registered Senior Registered Client Associate for the Jackson Wealth Management Group of Wells Fargo Advisors. She began her career in the financial services industry in 1985 and joined Richard in 1990. Her administrative experience is critical in helping our clients resolve all administrative requests in a timely and professional manner. 

CA Insurance License # 0D10391. Resident State: CA

Cindy Diep Tang

Financial Consultant

Cindy Diep-Tang, CFP®
Financial Consultant

562-493-7615
cindy.diep@wellsfargoadvisors.com


Cindy joined The Jackson Wealth Management Group of Wells Fargo Advisors in April 2021 and is dedicated to managing client relationships and providing comprehensive and strategic planning.  Cindy is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of financial industry experience.  In addition, she currently holds her FINRA Series 7, Series 66 registrations and California Life Insurance license.

Cindy earned her bachelor’s degree in business finance from California State University, Fullerton.  Outside of the office, Cindy enjoys running and playing tennis.  As a family, Cindy and her husband love to travel and would like to continue to take their daughter on as many adventures as they can.

CA Insurance License # 0E6598. Resident State CA:

Andrew Jackson

Andrew Jackson
Financial Advisor

(562) 594-1428
andrew.jackson@wellsfargoadvisors.com

Andrew Jackson Financial Advisor has 10 years of financial industry experience, beginning his career at a Wells Fargo Bank branch in 2014. Andrew studied at the University of Colorado where he majored in Business with an emphasis in Finance.

In 2015 he joined Transamerica Corporation in Denver, CO where he worked in the Annuity sales department and obtained his FINRA Series 6, Series 63, and State insurance registration. After Transamerica, Andrew joined Nuveen in 2020 and worked on the product distribution team while obtaining his Series 7 and Series 65.

In 2024 Andrew moved back to Orange County to join The Jackson Wealth Management Group of Wells Fargo Advisors as a Financial Advisor.

Andrew grew up playing travel ice hockey and lacrosse in Orange County, CA. Outside of the office he enjoys playing hockey, watching and attending sporting events, golfing, concerts, and spending time with friends and family.

CA Insurance License #: 4376846, Resident State CA

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