James Deak, CFP®

Managing Director

925.496.0153 [email protected]

Personal

A cornerstone of investment planning is the recognition that everyone’s life situation is unique. Personalized guidance is essential when creating the right investment plan for my clients. I work as part of a team-based model to custom-tailor a plan that’s right for you and your unique situation. Together, we then review it against your stated goals to help ensure we implement a plan designed to help meet your long-term objectives. I live in Walnut Creek, CA with my family. While away from the office I enjoy being involved with my son and daughter’s sports activities, reading biographies, traveling to USC football games and playing USTA Tennis Tournaments.

Professional Experience and Education

My experience includes managing assets for individuals, trusts, retirement plans, charitable organizations and businesses. I have been a Financial Advisor for over 20 years. Prior to joining Wells Fargo Advisors in 2011, I spent 9 years with Bank of America/Merrill Lynch as a Wealth Advisor and five years as a Financial Consultant with Salomon Smith Barney. I hold a Bachelor’s of Science degree from the University of Southern California and have also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation from the College for Financial Planning.

CA Insurance License Number: 0C57406. Resident State CA.

925.496.0153 [email protected]

Contact Us

Email, call or set up an appointment and take control of your financial future.

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

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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