The Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors

Associates

James P. Zeutzius

James P. Zeutzius

    • Managing Director - Investments
    CA Insurance License # 0A69674. Resident State: CA

    Jim Zeutzius began his Wealth Management career in 1985. As senior member of the team, Jim focuses on the "big picture" helping clients create their long range strategic plan. Then, together with his team, Jim works to develop and implement the strategies necessary to help make the plan a reality. In addition to his degree in Business Management from San Diego State University, Jim has achieved the designation of Certified Investment Management Analyst® (CIMA®) through the Investment Management Consultants Association taught in conjunction with the Wharton School. Jim grew up in Arcadia, California and currently resides in Pasadena, California with his wife Doerte and his two youngest daughters Ashlyn and Monika. His two older daughters Alyssa and Victoria, are currently living and working in New York City and Los Angeles after graduating from Carnegie Mellon University in Pittsburgh, PA and Chapman University in Orange, CA. Jim was a 25 year volunteer with the Pasadena Tournament of Roses Association and is currently an Honorary Director. He enjoys playing his bass guitar, cooking, and cars.
    Charlie Hutchinson

    Charlie Hutchinson

      • Vice President - Investments
      CA Insurance License # 0D34386. Resident State: CA.

      Charlie joined the team in 2002 and has been in the securities industry since 1999, after a career in the entertainment business. He assists clients with every aspect of investing, from strategic planning to portfolio management. Charlie also helps clients with asset allocation and analysis to create charitable giving and education financing plans. He provides overall economic and market insight and analysis, and works with the team to help offer clients the best possible service.

       Charlie holds a BA from the University of Virginia and a graduate degree from DePaul University of Chicago. Charlie and his wife and two teenage daughters live in the heart of Los Angeles' Larchmont Village. He enjoys hiking with their dog Sugar and playing tennis when he's not rooting for his beloved Philadelphia sports teams.
      David E. Sosa

      David E. Sosa

        • Vice President - Investments
        David’s experience in the securities industry dates back to 1994, he also holds a BA in Business Economics from UCLA.  David constructs and maintains client portfolios for the Zeutzius, Hutchinson, Sosa Wealth Management Group. He creates custom reports, conducts research and communicates recommended portfolio and allocation changes with clients and the team. As a result of his experience in the industry, David works to be a key resource of information for both clients and other members of the team. David currently resides in the SF Valley with his wife Thanida where they like to tend to their luscious garden. He enjoys dining out, traveling to various countries, and making deep connections with those around him. For David, passion comes not only from financial investment, but from the cultivation of lifelong friendships. He believes his mission in life is to sooth ones soul.
        Caroline Werlin

        Caroline Werlin

          • Registered Client Associate

          Caroline grew up in Los Angeles, California. She received her undergraduate degree at the University of Arizona, with a major in communications and a minor in sociology. After graduation, she worked in the engineering industry and in entertainment, before starting a career in finance. In 2018, she joined our team as our Client Associate. She subsequently passed her Series 7 and Series 66 exams, becoming licensed in October 2020. Her primary role is to use her expertise in operational processes to better assist our clients. This includes processing new accounts, making account changes and updates, managing the flow of paperwork, handling the delivery and receipt of assets, and keeping up with correspondence and assisting with office administration for our team. Caroline enjoys volunteering with Reading to Kids, traveling, spending time with family, and is a self-proclaimed foodie.