Professional Biography
Dan Vetter, CFP®, AIF®
Financial Advisor | Senior Vice President - Investments
Institutional Plan Fiduciary Consultant
Wells Fargo Advisors
Dan has worked with investors for over 25 years. He helps clients take a proactive approach to their personal finances and make sound decisions for their financial future.
Dan is part of the Wells Fargo Advisors Retirement Plan Advisor Program, which is reserved for advisors who have demonstrated extensive experience in helping businesses design, build, administer, and review corporate retirement plans.
Experience
2004 - Present: Wells Fargo Advisors, Financial Advisor
1997 - 2004: Banc of America Investment Services, Financial Advisor
Education & Credentials
CFP®, Certified Financial Planner®
AIF®, Accredited Investment Fiduciary®
B.A., Communications, Political Science - CSU Sacramento
CA Insurance License Number: 0C50774. Resident State CA.
Financial Advisor | Senior Vice President - Investments
Institutional Plan Fiduciary Consultant
Wells Fargo Advisors
Dan has worked with investors for over 25 years. He helps clients take a proactive approach to their personal finances and make sound decisions for their financial future.
Dan is part of the Wells Fargo Advisors Retirement Plan Advisor Program, which is reserved for advisors who have demonstrated extensive experience in helping businesses design, build, administer, and review corporate retirement plans.
Experience
2004 - Present: Wells Fargo Advisors, Financial Advisor
1997 - 2004: Banc of America Investment Services, Financial Advisor
Education & Credentials
CFP®, Certified Financial Planner®
AIF®, Accredited Investment Fiduciary®
B.A., Communications, Political Science - CSU Sacramento
CA Insurance License Number: 0C50774. Resident State CA.