Dan Filippi

About Dan Filippi

As a Banker at J.P. Morgan Private Bank, I work with a range of successful clients, including ambitious wealth creators, multi-generational families, business owners and others enjoying their legacy years. I serve as a partner along their financial journeys, offering the thought leadership and fortress balance sheet of an industry powerhouse, and delivering these capabilities in a local, personalized manner. For more than two decades, I have been empowering clients to nurture, grow and enjoy their wealth in ways that are meaningful to them. My clients often have large and complex needs, and I offer full balance sheet advice for the many elements of their big pictures. My short- and long-term recommendations consider cash flow, tax and estate impacts, wealth structuring and more. I bring a collaborative style to work in concert with both internal and external teams, including clients’ attorneys, CPAs and other advisors.

Experience

1. Private Wealth Financial Advisor

   Wells Fargo Advisors

   Sep 2025 — Present · Orange County, CA, US

   Dan Filippi is a Senior Vice President and Private Wealth Financial Advisor with Wells Fargo Wealth Management, serving clients throughout Orange County and San Diego. With more than 20 years of experience advising ultra-high-net-worth families—and nearly half of his career spent at Wells Fargo Private Bank—Dan is recognized for his ability to manage complex relationships and provide holistic financial guidance.As part of the Corepoint Wealth Management Group, Dan values the opportunity to collaborate with a team dedicated to solving clients’ most important matters, from strategic investing, custom credit to multi-generational wealth and tax planning. He holds a business degree from San Diego State University, the Certified Trust and Financial Advisor (CTFA) designation, and licenses in securities and insurance.Dan, his wife, and 2 daughters enjoy the beach, USD football games, and hiking the local trails. Having grown up in San Diego, Dan can be found riding his mountain bike, surfing, golfing and playing guitar in his free time.

Education

• San Diego State University

  Bachelor of Science, Business Management - Political Science

  1994 — 1998

Skills

• Investments
• Estate Planning
• Retirement Planning
• Asset Allocation
• Banking
• Mutual Funds
• Investment Management
• Investment Advisory
• Wealth Management Services
• Asset Management
• Strategic Financial Planning
• Wealth Management
• Portfolio Management