Prashant P. Email & Phone Number

I help clients achieve their financial goals by providing comprehensive investment planning. I help clients address their financial concerns and develop a strategy by focusing on each individual's specific needs. I work with clients to define their major life goals, we work together to set ideal and acceptable goals, prioritize what is most important for the client. I recommend a plan and implement allocation after research, analysis and thoroughly understanding client's needs, investment objectives, time horizon, and risk tolerance for your investments. I review the progress of the plan throughout the year and revisit goals or priorities with clients as needed. I earned my Bachelors in Business Administration - Emphasis in Finance from California State University of Fresno. I began my career as an intern/client associate with Smith Barney in Fresno, CA where I developed fundamental investment knowledge. I currently serve as a Financial Advisor with Wells Fargo Advisors. I currently hold Series 7,66,6,63 securities registrations.This information is intended for use only by residents of California. CA Insurance License Number 0L81317./*********/Investment 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