Associates

James P. Zeutzius

James P. Zeutzius

    • Managing Director - Investments
    CA Insurance License # 0A69674

    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 Univeristy, 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 attending school at 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

      Charlie joined the Zeutzius 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 ongoing 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 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 has been in the securities industry since 1994 and holds a BA in Business Economics from UCLA. David constructs, manages and maintains client portfolios. He creates custom reports, conducts research and communicates recommended portfolio and allocation changes to both clients and the team. As a result of his experience in the industry, David is a key resource of information for both clients and other members of the team. David lives in the valley with his wife, Thanida, where they enjoy quiet time at home together. His interests range from tending the garden, reading books, and drinking wine with his wife to travelling abroad. He has visited over 23 countries, and together with Thanida, they prioritize travel annually. He believes in giving back by donating time and resources to rural towns and village schools.
        Caroline Werlin

        Caroline Werlin

          • Client Associate

          Caroline grew up in Los Angeles, California. She received her undergraduate degree from the University of Arizona, with a major in communications and a minor in sociology. During her time at U of A, she volunteered with local charities through her sorority Kappa Alpha Theta and held summer internships with organizations such as WordTheatre, a non-profit group, and the Major Crimes Department of the Los Angeles District Attorney’s Office. These experiences gave her a strong passion for public service and helping others. Upon graduation, she worked in consulting and entertainment, before starting a career in finance. In 2018, she joined Wells Fargo Advisors as our Client Associate. She uses her expertise to better assist clients, process new accounts, make account changes and updates, handle the delivery and receipt of assets, and keep up with correspondence and office administration. She has greatly enjoyed working in this office, being part of a team, and expanding her knowledge. She continues her community service through Reading to Kids, promoting literacy and education amongst children. She loves the beach, playing sports, traveling to new places and trying different cuisine.