Andrea Devincenzi

Background

About Andrea Devincenzi

It’s as true for financial and investment matters as it is for life in general: planning for the future helps you focus on where you’re headed and feel confident in where you stand in relation to your goals and intentions. Investment planning too often boils down to cookie-cutter investment mixes and generalized guesswork regarding your financial needs. It’s better than nothing, but it’s impersonal and vague. That is why I strive to help you plan your investments around benchmarks and life events that hold real meaning for you. My goal is to help you answer that most critical of financial questions, “Am I on track”. By blending the human dimension of your personal goals with innovative investment planning technology, our planning process goes way beyond simply aiming for a dollar amount or trying to match a performance benchmark. I use goal based investment planning to help you plan effectively, invest wisely, and map a realistic financial course to your retirement years. Applying my background as a CERTIFIED FINANCIAL PLANNER® professional, I have the training to counsel my clients on retirement distribution strategies from their employer plans, income distribution options during retirement, retirement tax minimization, and the creation of a solid estate investment planning foundation. I earned a BS degree in Finance from St. Mary’s College of CA. I completed a 2 year Financial Planning program at the University of California, Berkeley. Wells Fargo and Company and its Affiliates do not provide tax or legal advice CA Insurance License Number 0E34429. Resident State: CA. This information is intended for use by residents of AK, AR, AZ, CA, CO, FL, GA, HI, ID, KY, LA, MA, MI, MN, MO, MS, MT, NC, NE, NM, NV, OK, OR, PA, SC, TN, TX, UT, VT, WA, WI, and WY 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 Invested Wells 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