WealthSource
Our financial advisor in Santa Maria, CA has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, and retirement income planning services to local families.
Jennifer is a vital member of WealthSource’s team serving as a Client Relationship Associate. Jennifer joined WealthSource in October of 2021 and has been a fantastic addition to the team. In her role as a Transition Specialist, Jennifer helps facilitate seamless transitions for advisors who are joining WealthSource by addressing their needs from the back office to the front lines. Jennifer’s passion for helping others inspired her to earn an Associate in Arts degree in Social and Behavioral Sciences. Her professional background includes serving as a Special Needs Recreation Program Facilitator and as a Direct Caregiver in a group home.
Jennifer’s transition into working full-time in financial services began in 2014 when she accepted a position as an investment adviser as a Receptionist which included doing data entry and updating the CRM system. Her capacity for excellence led her to take on many other responsibilities including assisting in transitions and working on special projects, all of which helped her find her skill niche as a Systems Administrator.
In her free time, Jennifer loves to tap into her creative side with cookie decorating, cheering on the Los Angeles Dodgers, and spending time with her husband and two daughters.
Client Relationship Associate
Wes became a Private Wealth Advisor of WealthSource Partners in 2016. Immediately prior, Wes was a Registered Representative at Wells Fargo Advisors. Wes started his financial services career in June of 1999 at Morgan Stanley Dean Witter Inc. and in August of 2005, left to join A.G. Edwards & Sons, which after several acquisitions became Wells Fargo Advisors. Wes attended Allan Hancock College.
———-
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Wealth Advisor
CFP®Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning Associate
CFADavid has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
Let's chat
9155 E Nichols Ave, Suite 175. Centennial, CO 80112
The WealthSource advisor in Santa Maria is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Financial complexity calls for sophisticated solutions. We work closely with you to develop a framework around your entire wealth enterprise. Our comprehensive approach is designed to encompass investment management, estate and tax planning, philanthropy, liquidity, and risk management.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
In just 15 minutes, we can get to know you — and connect you with an advisor who can help.
