About: Since 1992, Connie has provided the sincerity and integrity that she believes each client expects and deserves in today's complicated environment. Since joining Wells Fargo Advisors in 2016, Wells Fargo has allowed her the opportunity to better serve and assist her clients through various planning stages life has to offer.
Connie prides herself in doing something most financial advisors have shied away from and this is, constructing custom tailored investment plans. She strongly believes a customized portfolios help her clients reach their long term financial goals and grasp a better understanding in the securities they own and why they own them.
Connie and her husband, Eric, live in Pasadena with their two children and two dogs. In addition to family-and-friend time, Connie enjoys trying new recipes, hot yoga, hiking, vacationing, and volunteering for various causes.
Specialties: Connie specializes in multi-generational wealth management strategies that account for retirement planning, investments, education planning, wealth transfer, and business succession on behalf of individuals, families, and business owners.
Quote: "You are today where your thoughts have brought you; you will be tomorrow where your thoughts take you." - James Allen