Ali Vaghefi
Executive Director - Branch Manager at Wells Fargo Advisors
- Role
- Executive Director, Branch Manager at Wells Fargo Advisors
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Ali Vaghefi
The Seal Beach office has professionals that are dedicated to helping you work to achieve your financial goals. We concentrate on high net worth individuals, retirement income planning, family transitions, and business planning. We work to understand our client\'s needs and life goals then develop a customized investment plan. Our core objectives are helping our clients accumulate wealth, generate income, preserve wealth, and efficiently transfer wealth. Our Envision detailed planning process covers all facets of your financial life including debit management, life insurance, and trust services.Our mission is to help clients succeed financially.If you would like to find out more about how we can help you, please give us a call and schedule some time to visit with one of our financial advisors.With 20 years of industry experience including having been a financial advisor I understand the demands an advisor faces on a day-to-day basis. This is why supporting and developing my entire team is my main objective.We are always looking to attract dedicated hardworking financial advisors who want to further their careers. Here in Seal Beach, we believe that financial advisors and their clients come first. A happy, productive, interactive office is my greatest reward.I graduated from Pepperdine University with a degree in management. In my free time I enjoy running, fishing, camping, cooking, and traveling. I\'m originally from Florida and currently residing in Long Beach, CA.I hold series 7, 66, 9, 10, 31 registrations, California insurance license, and CRPC (Chartered Retirement Planning Counselor Designation).This information is intended for use by residents of AR, AZ, CA, MA, NC, UT, and WA only.CA Insurance Producer License Number 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
Experience
Executive Director, Branch Manager
Dec 2020 — Present · Seal Beach, CA, US
Education
Pepperdine University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
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