Garrick Updegraph, CFP
Executive Vice President
Senior Financial Advisor
For over a decade, Garrick has helped individuals and families develop sound financial and investment strategies by zeroing in on each client’s particular needs. Garrick works with every client to help draft their own written investment plan incorporating their goals, appetite for risk and investment preferences. With a plan in place clients are then empowered to see exactly how they can reach their financial goals, through good times and bad.
Garrick began his career as a Financial Advisor with Morgan Stanley in Irvine, CA. In 2008, Garrick deepened his expertise in an array of financial areas (retirement, estate, insurance, tax and investment planning) by obtaining the CERTIFIED FINANCIAL PLANNER™ certification. In 2011, Garrick left Morgan Stanley to accept an opportunity with Wells Fargo Advisors Financial Network (WFAFN) as a Senior Financial Advisor where he could own and control his own practice. In 2019, 2020, 2021 and again in 2022 Garrick was honored by WFAFN in being named to the Platinum Council*.
Garrick’s passion for professional growth doesn’t end there. Having traveled extensively throughout Europe and Asia during his youth, Garrick learned the value of understanding different cultures, languages and viewpoints. While earning his bachelor’s degree in Economics at Wake Forest University, he studied abroad in Russia. After college, he worked in St. Petersburg and Moscow for a number of years before later settling in Orange County, CA in 2002. Outside of the office, Garrick is an avid mountain biker, but also enjoys travelling with his family and working on projects around the house. He has been married to Elina for 17 years and they share a thirteen-year-old daughter, Dasha.
*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.
California Insurance License 0E49400, Resident State CA
Garrick began his career as a Financial Advisor with Morgan Stanley in Irvine, CA. In 2008, Garrick deepened his expertise in an array of financial areas (retirement, estate, insurance, tax and investment planning) by obtaining the CERTIFIED FINANCIAL PLANNER™ certification. In 2011, Garrick left Morgan Stanley to accept an opportunity with Wells Fargo Advisors Financial Network (WFAFN) as a Senior Financial Advisor where he could own and control his own practice. In 2019, 2020, 2021 and again in 2022 Garrick was honored by WFAFN in being named to the Platinum Council*.
Garrick’s passion for professional growth doesn’t end there. Having traveled extensively throughout Europe and Asia during his youth, Garrick learned the value of understanding different cultures, languages and viewpoints. While earning his bachelor’s degree in Economics at Wake Forest University, he studied abroad in Russia. After college, he worked in St. Petersburg and Moscow for a number of years before later settling in Orange County, CA in 2002. Outside of the office, Garrick is an avid mountain biker, but also enjoys travelling with his family and working on projects around the house. He has been married to Elina for 17 years and they share a thirteen-year-old daughter, Dasha.
*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.
California Insurance License 0E49400, Resident State CA