John Gartland
Managing Director - Investments at Wells Fargo Advisors
- Role
- Senior Financial Advisor - Managing Director - Investments at Wells Fargo Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About John Gartland
As a Financial Advisor in Wells Fargo Advisors San Francisco office, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Entering the financial services industry in 2002, I have extensive experience that enables me to help clients structure balanced portfolios to address their specific financial goals.I focus on:• Municipal Bond Strategy• In-depth Portfolio Allocation Strategy• Retirement Planning / IRA Strategies• Investment strategies with regard to family and estate transitionThis information is intended for use by residents of AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KY, MA, MD, ME, MS, MT, NC, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VT, WA, and WY only. Insurance licensed in the following states: AZ, CA (Lic.# 0E63183), OR, WA. Resident State: 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
Senior Financial Advisor - Managing Director - Investments
Oct 2002 — Present
Skills
- Asset Allocation
- Fixed Income Strategies
- 401k Strategies
- 401k Rollovers
- Intergenerational Wealth Transfer
- Bonds
- Retirement Planning
- Investment Strategies
- Municipal Bonds
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