Best-in-State · rank 245 · Burlingame, California · listed firm: Wells Fargo Advisors
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “Wealth Advisor at Wells Fargo Advisors, San Francisco Bay Area” — social_or_third_party_db
- “firm":"Wells Fargo Advisors” — forbes_shook
- Parent company — Wells Fargo & Company (high)
- “Wells Fargo Advisors is a division of Wells Fargo & Company” — firm_official
- Firm type — wirehouse (high)
- “Registered Representative (RR) and Investment Advisor Representative (IAR) at Wells Fargo Advisors, a wirehouse broker-dealer” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — 2 (medium)
- “Team Associate: Jane Chen, Client Associate” — firm_official
- CRD — 2688734 (high)
- “CRD Number: 2688734” — sec_finra_regulatory
- Years experience — 30 (high)
- “Series registrations began: January 1996; current experience ~30 years” — social_or_third_party_db
- “Registered since: January 1996 (Series 7, Series 63, Series 66, and SIE)” — sec_finra_regulatory
- Designations — — (medium)
- “No public listing of CFP, CFA, CPWA, or other financial certifications on profile” — firm_official
- “Series 7, Series 63, Series 66, and SIE; California Insurance License #0B83430” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 426 (high)
- “Team Assets (Custodied)":"$426M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business":"$500K” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “Typical Net Worth of Relationships":"$1-50M” — forbes_shook
- Client niche — generalist (medium)
- “Focus areas: Retirement Planning, Education Funding & 529 Plans, Estate Planning Strategies, IRAs & IRA Strategies, Insurance” — firm_official
- Custodians — not_applicable (high)
- “Wells Fargo Advisors broker-dealer uses Wells Fargo & Company as custodian” — sec_finra_regulatory
- Fee model — fee_plus_commission (high)
- “Registered Representative offering both fee-based advisory services and commission-based securities transactions” — sec_finra_regulatory
Positioning & marketing
- Website url — https://fa.wellsfargoadvisors.com/reiko-evangelista/ (high)
- “Reiko Evangelista profile page at Wells Fargo Advisors” — firm_official
- Value proposition (verbatim) — Deliver a full range of investment planning strategies tailored to your unique needs (high)
- “Deliver a full range of investment planning strategies tailored to your unique needs” — firm_official
- Differentiators — Access to Wells Fargo Investment Institute resources, eMoney Advisor planning platform, Trust services and insurance products through affiliates, Comprehensive estate planning strategies, 29+ years industry experience (medium)
- “Access to Wells Fargo Investment Institute resources, eMoney Advisor® planning platform, trust services, and insurance products through affiliates” — firm_official
- Content marketing — occasional (medium)
- “Shares Wells Fargo Investment Institute content on portfolio positioning, sector analysis, market trends on LinkedIn” — social_or_third_party_db
- Has podcast — no (high)
- “No podcast found in search of Reiko Evangelista podcast hosting or audio content” — social_or_third_party_db
- Books published — 0 (high)
- “No books identified in search results” — social_or_third_party_db
- Linkedin url — https://www.linkedin.com/in/reiko-evangelista-48a21031 (high)
- “LinkedIn profile: https://www.linkedin.com/in/reiko-evangelista-48a21031” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “LinkedIn: active; shares Wells Fargo Investment Institute content on portfolio positioning, sector analysis, market trends” — social_or_third_party_db
- Press awards — 2026 Forbes Top Women Wealth Advisors Best-In-State (Northern California), 2025 Forbes Best-In-State Wealth Advisors #203, 2025 Forbes Top Women Wealth Advisors Best-In-State #70, 2020 Forbes America's Top Women Advisors #619, 2018–2021 Working Mother's Top Wealth Advisor Moms (high)
- “2026 Forbes Top Women Wealth Advisors Best-In-State (Northern California, High Net Worth); 2025 Forbes Best-In-State Wealth Advisors #203; 2025 Forbes Top Women Wealth Advisors Best-In-State #70; 2020 Forbes America's To” — firm_official
Visual brand
- Has distinct logo — no (high)
- “Operates under Wells Fargo Advisors branding; no separate team logo/mark identified” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Wells Fargo Advisors corporate branding: blue and red Wells Fargo brand palette, professional financial services aesthetic, no distinct team visual identity (high)
- “Wells Fargo Advisors corporate branding applied to advisor profile pages” — firm_official