Here We Grow Again: Tucson | Walnut Creek | Chico
 

Here we grow again…

tucson | walnut creek | chico

 
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Clients

future-focused service

From career driven professionals to legacy planning and everything in between, we foster financial growth for clients in need of proactive services. Take advantage of 100 years of personalized wealth experience for individuals, families, and family-owned businesses.

 
 

Mission

family | work ethic | team work

We believe that frequent communication and a clear understanding of your needs, as these impact the quality of your lifestyle, are essential in developing a proper investment strategy.

 
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Team

over 100 years of committed experience

Our mission is to help affluent individuals and families grow, manage, preserve, and transfer wealth. We are a client-centric practice that prides itself on the strength of our client relationships and our multigenerational households.

 

Ryan D. Thompson

Managing Director
520.219.1800
ryan.thompson@presidiogroupwm.com

Ernest Holguin, CFP®

Managing Director
925.274.9961 | 530.592.3661
ernest.holguin@presidiogroupwm.com

Jourdan E. Sy, CFP®

Managing Director
925.274.9962 | 530.592.3663
joudan.sy@presidiogroupwm.com

Jan M. Earley

Managing Partner
520.219.1800
jmearley@presidiogroupwm.com

Dale E. Nunn

Senior Vice President
520.219.1800
dale.nunn@presidiogroupwm.com

Thomas S. Robertson III

Senior Vice President
520.219.1800
thomas.robertson@presidiogroupwm.com

Jonathan Cruz

Financial Advisor
925.274.9965
jonathan.cruz@presidiogroupwm.com

Zohreh Arab, MBA

Operations Manager
925.274.9964
zohreh.arab@presidiogroupwm.com

Vicki Adams

Senior Registered Client Associate
520.219.1800
vicki.adams@presidiogroupwm.com

Christina McInnis

Client Associate
925.274.9963
christina.mcinnis@presidiogroupwm.com

Jennifer McFerrin

Office Manager
530.592.3664
jennifer.mcferrin@presidiogroupwm.com

Julie A. Coates

Senior Administrative Associate
520.219.1800
julie.coates@presidiogroupwm.com

 
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Process

it all starts with your needs

By planning your investments around benchmarks and life events that hold real meaning for you, Wells Fargo Advisors’ Envision® process can connect you to your investment strategy in a refreshing, revealing, and personal way. Even better, it can keep you apprised of that critical financial question, “How am I doing?”


The Envision® process offers you and your Financial Advisor the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress, and update your approach whenever necessary. 

 
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Services

catered and custom

Our team of professionals can help advise on your specific situation and would be happy to talk about what that may look like. Contact us today to start discussing your specific needs and goals.

 
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retirement planning

It’s easy to put off retirement planning. But the earlier you start planning, the longer and more enjoyable your retirement may be. Do you already have a retirement plan? When can you retire? Will you have enough money to enjoy your retirement? We can help you determine if you are still on track.

Investment Management

With a comprehensive understanding of your objectives, we will design a plan that brings you confidence about day-to-day investment changes. We work with you to identify your risk tolerance and recommend a portfolio model to help you achieve specific financial goals, from your working years, straight through to retirement. We believe in transparency, logic and diversification.

Trust & Estate Planning*

Safeguarding your assets for future generations and providing a thoughtful and meaningful legacy are part of the estate planning process. Together, your Presidio Group Wealth Management Team and Wells Fargo Advisors can provide you investment management capabilities and trust knowledge.

*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.


Additional Resources

 
 
 

Contact

E-mail, call, or setup an appointment to starting preparing for your future.

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TUCSON

1795 East Skyline Drive, Suite 141
Tucson, AZ 85718

p: 520.219.1800 | f: 520.219.4800

 

WALNUT CREEK

1850 Mt. Diablo Boulevard, Suite 430
Walnut Creek, CA 94596

p: 925.274.9960 | f: 925.274.9969

 

CHICO

1074 East Ave, Suite B
Chico, CA 95926

p: 530.592.3664 | f: 530.592.3639

 
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