Wells Fargo Advisors

First Vice President - Investments, CRPC®

Welcome and thank you for visiting our website!  

Our goal is to help all of our clients plan for their financial future by listening, understanding your needs and building a customized plan to help you realize your financial and lifetime goals.
 
This site has quite a bit of information about our capabilities and tools to help educate you about investment planning.  Please take some time to visit the learning center, we think you will find the information very helpful.  Also, save this webpage as a favorite, as we will be updating the information about events and news regularly.  
 
We are committed to helping you learn about the basic concepts of investment planning to help you learn more about our capabilities and to give you the best service and advice possible.
 
We hope you will take time to explore our website and all it has to offer. 
Again, thank you for visiting.
 
Please feel free to contact us directly at:
 
Jeff     (480) 443-5775   jeff.romero@wellsfargoadvisors.com
Eddie (480) 443-5773   eddie.havins@wellsfargoadvisors.com
Jenn   (480) 443-5774   jennifer.neal@wellsfargoadvisors.com
 
if you have any questions or would like to schedule a private consultation. 
 
We look forward to speaking with you soon!

 
Jeff, Eddie & Jenn

 

 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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