Adrian Montecinos

WORK HISTORY

EDUCATION

ABOUT ADRIAN MONTECINOS

My definition of integrity is doing the right thing even when nobody is looking and I believe integrity is the core of each and every relationship. As a prior Nuclear Submarine Officer, I have developed a keen sense of attention to detail, procedural compliance, and risk management. I use these principles daily to serve high net worth individuals and entrepreneurs to create comprehensive investment plans, give advice, and help keep my client\'s assets aligned with their goals. I joined Wells Fargo Advisors in January 2022. I have both a Masters of Science in Personal Financial Planning and the CRPS™ designation from the College for Financial Planning. Before Wells Fargo Advisors, I graduated from the United States Naval Academy (Annapolis) in 2014 and earned a Bachelors of Science in Mechanical Engineering. I then commissioned as a Nuclear Submarine Officer and attended Advanced Nuclear Power School and Nuclear Prototype where I was certified by the Department of Energy to operate and supervise nuclear power plants. I then served onboard the USS-Bremerton (SSN-698) for 4 years and separated from the Navy with an Honorable Discharge before returning home to Brea, CA.In my spare time, I enjoy staying active by exercising, playing golf, going to concerts, and riding dirt bikes. I am also active in the community by being President for both the St. Paul High School Booster Club and LA/OC Naval Academy Alumni Association. This information is intended for use by residents of AR, AZ, CA, CO, DE, FL, HI, ID, LA, MA, MD, ME, MI, MT, NE, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, and WA only.CA Insurance License Resident State: CAIf you would like to contact me, my phone number is (71••••••00 and my email is and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social