Since 1990 Sean has been focused on helping families grow and preserve their wealth to provide for themselves and those they care about.

Sean’s process is based on three criteria unique to you:

1. Vision: Your purpose for investing with specific objectives and timelines.

2. Commitment: The creation and implementation of your purpose focused plan that factors in your willingness and ability to save, tolerance to market forces and acceptance of help. Meet to review and update.

3. Resources: Your income, savings, trusts, investments, credit, pensions, retirement plans, inheritances, and us.

Sean’s team's experience and resources allow them to design risk appropriate strategies and portfolios to help achieve your unique vision tailored to your commitment and personal resources.

Resources they provide you:

-A Personalized Plan - one that will look at multiple strategies and scenarios to determine which can offer the greatest probability of achievement.

-Plan Implementation and Meetings to Review

-Business and Personal Wealth Transfer Strategies

-Fee Based Securities Management in Trust Accounts, IRAs and Roth IRAs

-Retirement Plan Options

-Access to lending services through affiliates

The most important objectives Sean has is that his clients feel comfortable sharing all their financial objectives and concerns with him and that they’ll contact him whenever they have a question about their finances.

Outside of work:

Sean has lived in Orange County since 1970.  He has two sons with his wife Janet.  One attends UCLA and one is at SDSU, where he graduated.  They are active in their community through their church, schools, and local charities.  Sean also enjoys time with his family, friend groups, golf, and concerts.

CA Insurance License #0A67594, Resident State [CA]

Patrick began his career as a Financial Advisor in 1999 with Morgan Stanley, where he developed his fundamental investment knowledge. Patrick joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors in 2007 and transitioned to Tustin Centre Wealth Advisors – Wells Fargo Advisors Financial Network in 2023. Every year from 2011 to 2023 Patrick was recognized as Platinum Council, distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network.

Patrick helps create investment plans for a select group of families and business owners with a focus on the needs of professionals in the medical industry.

Patrick is a married to Cecilia, a Nurse Anesthetist. Together they are raising their son, Elias. Patrick enjoys being active whether it is riding a bike on the beach or going on light jogs. Being raised by two medical doctors, Patrick recognizes the value of helping others. Every year he actively participates in fundraising activities for medical missions. Other than work, traveling is one of his passions and he is always looking to meet new people, try new foods, and experience different cultures.

CA Insurance License Number 0C94402, Resident State [CA]

The Platinum Council Distinction is held by a select group of Financial Advisors within the Wells Fargo Advisors Financial Network 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.

Ryan specializes in developing progressive wealth management strategies that help his clients reach their unique financial goals. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. Whether planning for retirement, saving for a child’s or grandchild’s education, or preserving a lifetime of wealth, Ryan can provide the advice and resources that support each client’s objectives. 

To further his knowledge on behalf of his clients, Ryan has earned the certifications of CERTIFIED FINANCIAL PLANNER™, Accredited Wealth Management Advisor^SM and Accredited Domestic Partnership Advisor^SM and is an active member of the Financial Planning Association of Orange County. In addition, he has been recognized by Wells Fargo as a member of the Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network 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.

With more than 27 years of experience as a Financial Advisor, Ryan has dedicated his career to helping his clients meet their financial needs. Before joining Wells Fargo Advisors (formerly Wachovia Securities) in 2007, he spent more than nine years as a Financial Advisor with Morgan Stanley.

Tustin Centre Wealth Advisors has been named as one of 2023-2025 Forbes Best-In-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 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. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 {Source: Forbes.com) See award disclosures

Outside the office, Ryan is an active member of his community. His volunteer positions have included serving as the Board Chairman of both the YMCA of Orange and Rebuilding Together Orange County, Children’s Hospital of Orange County’s Pediatric Mental Health Advocacy Committee. He also supports many other local organizations. He also enjoys traveling, trying new and unique foods, and all things automotive.

Ryan’s Approach to Long-Term Investment Planning:

“Making sure your wealth continues to work in support of your goals takes careful and ongoing planning. As your life circumstances change, so must the investment strategies I use to help you stay on course toward meeting your objectives. That’s why I meet with you to design investment strategies targeted to your specific needs and goals as they evolve over time. Although I do not provide tax advice, I will keep you informed about tax law changes and estate plan issues to help preserve your wealth—now and for generations to come.”


Ryan’s Perspective on Portfolio Management Services:

“What you pay matters to me. It is important for you to know exactly what you pay, so there are no unexpected or unexplained costs. As my client, you should know that my primary objective is to make sure you achieve your financial goals. With that in mind, I am always looking to design long-term, diversified investment solutions and use cost-efficient, high-value strategies to manage your money.

Although I offer traditional brokerage accounts, I believe that fee-based account management focuses on the long-term benefits of your financial strategy. I offer a variety of money-management programs in which traditional commission fees are replaced by a quarterly fee, assessed in advance and based on the assets in your account. Because I am paid a percentage of the value of your account assets, I have a personal stake in your investment success. Through these fee-based programs, I can help you develop a portfolio that balances your need for safety, growth and current income.”

Please note: Fee-based programs are not designed for excessively traded or inactive accounts, so they may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of services, including fees and expenses.



Contact Me

If you want a Financial Advisor for today and tomorrow, Contact Me.

CA Insurance License Number 0C46316. Resident State CA

For nearly 40 years, Steven Adelizi and his team of financial professionals have provided customized financial services for wealthy families, non-profit organizations, and private institutions. Steven is an experienced, energized, educated and informed financial advisor helping his clients achieve their investment goals and objectives.  After graduating with a double major in Finance and Economics, Steven went on to work for several well-respected financial institutions, including Dean Witter Reynolds, Paine Webber and Prudential Securities.  After a 24 year career with the Wells Fargo Advisors he has launched The Adelizi Group of Tustin Centre Wealth Advisors, an affiliated practice with Wells Fargo Advisors Financial Network, LLC.

On weekends, you can find Steve spending time with family and friends, working on various home improvement projects, or enjoying weekend excursions.  Some of Steve’s favorite hobbies include playing guitar and drums, listening to his diverse collection of vinyl recordings, and photography.

TX Insurance License Number 1955805 Resident state TX
CA Insurance License Number 0A36527 Resident state TX

For nearly 35 years, Paul Hammersmith and his team of financial professionals have provided customized financial services for their clients. Paul develops and implements sound, well thought-out strategies to help his clients grow, manage and preserve their wealth.

After serving as Chief Operating Officer for a Houston-based, financial boutique firm and as a Senior Investment Advisor with the Wells Fargo Advisors downtown Houston office, Paul launched the Hammersmith Financial Group of Tustin Centre Wealth Advisors, an affiliated practice with Wells Fargo Advisors Financial Network.

Paul is a Fundamental Choice Portfolio Manager and has completed rigorous studies and examinations in all aspects of wealth management.  In addition to continuing education programs, he stays abreast of current developments and trends in Investment Planning, wealth management and tax-efficient investing.  He abides by stringent ethical standards of professional conduct and has supervisory personnel within his practice.

The mission of the Hammersmith Group of Tustin Centre Wealth Advisors is to apply years of education, experience and the significant resources of Wells Fargo Advisors Financial Network with attentiveness and expertise.   Paul’s advice is always unbiased and objective, with a focus on each client’s specific needs, aspirations and goals.

Paul believes in giving back and is a deacon at Second Baptist North Campus in Kingwood, TX.  He and his wife Lisa have 3 children; Robert is a graduate of Oklahoma State University and now a project Manager in Clear Lake, Tx.  Eric, a Texas A & M graduate, and is currently serving our country in a special strike force unit in the Middle East and Luke is a student at Belmont University in Nashville, TN.