Robert Packin Email & Phone Number

Please contact me by e-mail robert.packin@wfadvisors.com or by Phone 949-282-2661. I cannot respond to messages through LinkedIn. I provide comprehensive investment planning for Private Clients and Small Business owners. If a working relationship is developed, I can work with you to identify your financial goals and develop a formalized plan to help achieve them.I began my career as a Financial Advisor with Merrill Lynch in 1998 and Smith Barney in 1999. I joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2008. Before becoming a Financial Advisor I was a sales manager in the pharmaceutical business with Lederle Labs and Astra Pharmaceuticals, in Michigan and California. I also worked as a research intern in the State Department in Washington D.C. in 1974 under Henry Kissinger, Secretary of State.I hold a Bachelor’s degree in Political Science from the University of Maryland. I also hold a Master’s degree in International Management from the University of Denver.Born in Livingston, New Jersey; I now resides in San Clemente, Ca with Debby, my wife of 33 years, and two daughters, Shaina and Marissa. Shaina is in her Master’s Degree Program in San Francisco, CA. Marissa is a senior at San Diego State UniversityI enjoy tennis, bicycling and traveling.This information is intended for use only by residents of:This information is intended for use by residents of AZ, CA, CT, MD, MI, and TX only.CA Insurance License Number 0C30385/*********/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

Listed skills include Investment Strategies, Investments, Alternative Investments, Financial Analysis, and 7 others.